Investment Consultant- Towson, MD

5 days ago


Towson, United States Charles Schwab Full time
Unlock Your Potential as an Investment Consultant at Charles Schwab

At Charles Schwab, we're committed to empowering our employees' personal and professional success. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network at the ground floor.

The Investment Consultant role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to 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.

You'll observe our skilled Financial Consultants and learn how to deliver unparalleled value and service through collaboration and mentoring. If you're seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.

What You'll Need
  • 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 is 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)
  • Knowledge of brokerage/banking products and services
  • Strong client relationship building experience
What's in it for You

At Schwab, we offer a competitive benefits package that takes care of the whole you - both today and in the future. 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 range of benefits, including:

  • 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

By joining our team, you'll have the opportunity to grow and develop your skills in a supportive and purpose-driven culture. Apply now to take the first step towards a rewarding career in financial consulting.



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