Investment Consultant
3 weeks ago
At Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, laying the foundation for a successful career in financial consulting.
Key Responsibilities:
- Build a book of business through proactive, outbound calls to existing Schwab clients
- Uncover opportunities through needs-based analysis and position appropriate products and solutions
- Collaborate with skilled Financial Consultants to deliver unparalleled value and service
Requirements:
- Bachelor's degree or equivalent work-related experience
- Valid and active Series 7 license
- Valid and active Series 66 (63/65) license (may be obtained within 120 days of employment)
- Valid and active Life and Health Insurance license (may be obtained within 120 days of employment)
- Certified Financial Planner (CFP) certification preferred
- Minimum of two years of experience in the financial services industry
- Financial business development experience highly preferred
What We Offer:
- Competitive salary range
- Eligibility for bonus or incentive opportunities
- 401(k) with company match and Employee Stock Purchase Plan
- Paid time off, including vacation, volunteering, and 28-day sabbatical after every 5 years of service
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
By joining Charles Schwab, you'll be part of a purpose-driven, supportive culture that empowers your personal and professional growth. Apply now to take the first step towards a rewarding career in financial consulting.
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