Investment Consultant

3 weeks ago


Huntington Station, New York, United States Charles Schwab Full time
About the Role

As an Investment Consultant at Charles Schwab, you will play a critical role in providing expert advice and guidance to individuals and families with their financial needs. Your primary responsibility will be to build and maintain strong relationships with clients, understanding their investment goals and objectives, and positioning suitable products and solutions to meet their needs.

Key Responsibilities
  • Proactively engage with existing clients through outbound calls, identifying opportunities for growth and positioning appropriate products and solutions.
  • Create initial relationships with walk-in clients and prospects, understanding their investment goals and objectives, and positioning suitable offerings.
  • Identify and refer additional opportunities to Branch Financial Consultants.
  • Deliver unparalleled value and excellent service to clients.
Requirements

To be successful in this role, you will need to possess a Bachelor's degree or equivalent work-related experience, a valid and active Series 7 license, and a valid and active Series 66 (63/65) license. A valid and active Life and Health Insurance license is also required. Certified Financial Planner (CFP) certification is preferred. A minimum of two years of experience in the financial services industry is required, with financial business development experience being highly preferred.

What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you will 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. This includes 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, and health, dental, and vision insurance.

About Charles Schwab

Charles Schwab is 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. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call.


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