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Financial Services Professional

2 months ago

Atlanta, Georgia, United States Charles Schwab Full time
About the Role

We are seeking a highly motivated and results-driven Investment Consultant to join our Branch Network team at Charles Schwab. As an Investment Consultant, you will have the opportunity to make a meaningful impact on your career and the finance industry.

Your Opportunity

As a member of our Branch Network, you will have the chance to:

  • Learn and grow within our Branch Network at the ground floor
  • Develop the skills and expertise needed to build a book of business through proactive, outbound calls to existing Schwab clients
  • Collaborate with skilled Financial Consultants and learn how to deliver unparalleled value and service to clients
  • Take the first step towards a rich and rewarding career in financial consulting
What We're Looking For

To be successful in this role, you will need:

  • Bachelor's degree or equivalent work-related experience
  • Valid and active Series 7 license
  • Valid and active Series 66 (63/65) license (may be obtained within a 120-day condition of employment)
  • Valid and active Life and Health Insurance license (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
  • Financial business development experience is highly preferred
  • Knowledge of brokerage/banking products and services
  • Strong client relationship building experience
What's in It for You

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
  • Health, dental, and vision insurance
About Charles Schwab

Charles Schwab is a purpose-driven company committed to empowering our employees' personal and professional success. Our supportive culture and focus on development mean you'll get the tools you need to make a positive difference in the finance industry.