Investment Consultant
4 weeks ago
Your Opportunity
At Charles Schwab, you'll have the chance to make a meaningful impact on your career. Our innovative approach combines creative problem-solving with a passion for excellence, driving us to challenge the status quo and transform the finance industry together.
As an Investment Consultant, you'll be part of our Branch Network, where you'll learn and grow from the ground up. This role is the first step towards becoming a Financial Consultant at Schwab, providing the exposure and experience needed to advance in this challenging space. You'll develop your skills by making proactive, outbound calls to existing clients, identifying opportunities through needs-based analysis, and presenting tailored solutions. You'll also observe our experienced Financial Consultants and learn how to deliver exceptional value and service through collaboration and mentoring.
What You'll Need
Required Qualifications:
- A valid and active Series 7 license is required (you may obtain it under our Branch Network Licensing Program)
- A valid and active Series 66 (63/65) license is required (you may obtain it under a condition of employment)
- A valid and active Life and Health Insurance license is required (you may obtain it under a condition of employment)
Preferred Qualifications:
- 2 years of experience in the financial services industry
- Ability to leverage business development experience
- Passion for gaining knowledge of brokerage/banking products and services
- Openness to building strong client relationships
Why Work for Us?
Own Your Tomorrow embodies everything we do. We're committed to helping our employees ignite their potential and achieve their dreams. Our employees play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.
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