Join Charles Schwab as an Investment Consultant and take the first step towards a rewarding financial consulting career. You'll gain hands-on experience, build client relationships, and work alongside skilled professionals to grow your expertise in the finance industry.
Key Responsibilities
Proactively call existing Schwab clients to build a book of business
Uncover opportunities through needs-based analysis
Position appropriate products and solutions
Observe and learn from skilled Financial Consultants
Required Qualifications
Bachelor’s degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license required (may be obtained within a 120 day condition of employment)
Minimum of two years of experience in the financial services industry
Preferred Qualifications
Certified Financial Planner (CFP) certification
Financial business development experience
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance