Investment Consultant

3 weeks ago


Annapolis, Maryland, United States Charles Schwab Full time
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 delivering exceptional client experiences. As an Investment Consultant, you'll be part of our Branch Network, where you'll learn and grow alongside our experienced team members. This role is the first step towards becoming a Financial Consultant at Schwab, providing you with the exposure and experience needed to advance in this challenging field.

You'll have the opportunity 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. You'll observe our skilled Financial Consultants and learn how to deliver unparalleled value and service through collaboration and mentoring. If you're seeking a rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.

What You'll Need

We're looking for high-performing individuals with a strong work ethic, quality service, and a passion for executing the Schwab strategy. Essential skills include:

  • Bachelor's degree or equivalent work-related experience
  • A valid and active Series 7 license required
  • A valid and active Series 66 (63/65) license required (may be obtained within a 120-day condition of employment)
  • A valid and active Life and Health Insurance license is 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

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.

What's in It for You

At 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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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