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Investment Business Development Specialist

2 months ago

Marlton, New Jersey, United States Charles Schwab Full time
About the Role

As a Financial Services Professional at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network at the ground floor. This role provides the exposure and experience required to advance in the challenging space of financial consulting.

Key Responsibilities:

  • Build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions.
  • Observe our skilled Financial Consultants and learn how to deliver unparalleled value and service through collaboration and mentoring.
  • Develop a deep understanding of brokerage and banking products and services to effectively serve clients.

Requirements:

  • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program).
  • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment).
  • A valid and active Life and Health Insurance license is required (may be obtained 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 and banking products and services.
  • Openness to build strong client relationships.

What We Offer:

  • A competitive benefits package that takes care of the whole you both today and in the future.
  • 401(k) with company match and Employee stock purchase plan.
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
  • Paid parental leave and family building benefits.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.

About Charles Schwab:

At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you will get the tools you need to make a positive difference in the finance industry.