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Financial Services Professional

2 months ago

Sunnyvale, California, United States Charles Schwab Full time
About the Role

As an Investment Consultant at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network. This role is the first step towards becoming a Financial Consultant at Schwab, providing the exposure and experience required to advance in this challenging space.

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 and learn how 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)

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
  • 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:

We are an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace.