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Investment Consultant

2 months ago

Grizzly Flats CA USA, United States Charles Schwab Full time
About the Role

As an Investment Consultant at Charles Schwab, you will play a key role in providing expert advice and counsel to individuals and families with their financial needs. This includes retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.

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
  • 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)
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