Investment Consultant

1 month ago


Brookfield, Wisconsin, United States Charles Schwab Full time
Unlock Your Potential as an Investment Consultant at Charles Schwab

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

As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network at the ground floor. The first step towards becoming a Financial Consultant (FC) at Schwab, this role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to 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.

Key Responsibilities:

  • Build and maintain strong client relationships
  • Develop and execute business development strategies
  • Stay up-to-date on industry trends and regulatory requirements

Requirements:

  • Valid and active Series 7 license
  • Valid and active Series 66 (63/65) license
  • Valid and active Life and Health Insurance license

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

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

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