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Investment Consultant

2 months ago

Albany, New York, United States Charles Schwab Full time
{"title": "Investment Consultant Role Overview", "content": "

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

Key Responsibilities:
  • 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.
  • Learn from our skilled Financial Consultants and develop the skills to deliver unparalleled value and service through collaboration and mentoring.
  • Develop a deep understanding of brokerage and banking products and services to provide expert advice to clients.
  • Work closely with our Branch Network to advance in this challenging space and become a Financial Consultant.
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).
  • 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's in it for you:
  • 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:

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.

"}