Investment Consultant

1 day ago


Virginia Beach, Virginia, United States Charles Schwab Full time
Join Our Team as an Investment Consultant

We are seeking a highly motivated and experienced Investment Consultant to join our team at Charles Schwab in Virginia Beach, VA. As an Investment Consultant, you will play a critical role in building a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions.

Key Responsibilities:
  • Build and maintain a strong client base through proactive outreach and relationship-building
  • Conduct needs-based analysis to identify opportunities for clients and position appropriate products and solutions
  • Collaborate with experienced Financial Consultants to learn and grow in the role
  • Develop and execute a business plan to achieve sales and revenue targets
Requirements:
  • Bachelor's degree or equivalent work-related experience
  • Valid and active Series 7 license required
  • Valid and active Series 66 (63/65) license required (may be obtained within a 120-day condition of employment)
  • Valid and active Life and Health Insurance license 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)
What We Offer:
  • A competitive salary range and bonus or incentive opportunities
  • A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement
  • A supportive and collaborative work environment with opportunities for growth and development

At Charles Schwab, we are committed to empowering our employees' personal and professional success. If you are a motivated and experienced Investment Consultant looking for a new challenge, we encourage you to apply for this exciting opportunity.



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