Investment Consultant

3 weeks ago

Lomita, California, United States Charles Schwab Full time
Join Our Team as an Investment Consultant

We are seeking a highly motivated and results-driven Investment Consultant to join our team at Charles Schwab. As an Investment Consultant, you will play a critical role in building and maintaining relationships with our clients, providing them with expert advice and guidance on their investment portfolios.

Key Responsibilities:
  • Build and maintain relationships with existing clients, identifying opportunities to grow their portfolios and increase revenue.
  • Develop and implement personalized investment strategies for clients, taking into account their financial goals, risk tolerance, and investment objectives.
  • Stay up-to-date on market trends and economic conditions, providing clients with timely and relevant advice and guidance.
  • Collaborate with other members of the Branch Network team to achieve sales and revenue targets.
Requirements:
  • Bachelor's degree or equivalent work-related experience.
  • Valid and active Series 7 license required.
  • Valid and active Series 66 (63/65) license required (may be obtained within a 120-day condition of employment).
  • Valid and active Life and Health Insurance license required (may be obtained within a 120-day condition of employment).
  • Certified Financial Planner (CFP) certification is preferred.
  • Minimum of two years of experience in the financial services industry (required).
  • Financial business development experience (highly preferred).
  • Knowledge of brokerage/banking products and services.
  • Strong client relationship building experience.
  • Fluent in Mandarin or Cantonese.
What We Offer:
  • A competitive salary range and bonus or incentive opportunities.
  • A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement.
  • A supportive and collaborative work environment, with opportunities for professional growth and development.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.