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Investment Consultant
2 months ago
We are seeking a highly motivated and results-driven Investment Consultant to join our team at Charles Schwab in Birmingham, AL. As an Investment Consultant, you will play a critical role in building and maintaining relationships with existing clients, identifying new business opportunities, and delivering exceptional customer service.
Key Responsibilities- Build and maintain relationships with existing clients to identify new business opportunities and deliver exceptional customer service.
- Conduct needs-based analysis to position appropriate products and solutions for clients.
- Develop and execute business development strategies to grow the client base and increase revenue.
- Collaborate with senior financial consultants to learn best practices and stay up-to-date on industry trends.
- Stay current on industry developments and regulatory requirements to ensure compliance and provide expert advice to clients.
- Valid and active Series 7 license (license may be obtained under a condition of employment through Branch Network Licensing Program)
- Valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
- 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 (preferred)
- Ability to leverage business development experience (preferred)
- Passion for gaining knowledge of brokerage/banking products and services (preferred)
- Openness to build strong client relationships (preferred)
- Competitive salary range
- Bonus or incentive opportunities
- 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
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'll get the tools you need to make a positive difference in the finance industry.
