Investment Consultant (Active Trader) - Phoenix, AZ
Charles Schwab
Tempe, AZ
1 day ago
Job Description
Join Charles Schwab as an Investment Consultant and embark on a rewarding career in financial consulting. You'll develop essential skills through proactive client engagement and mentorship, setting the stage for future growth within the organization.
Key Responsibilities
Proactively make outbound calls to existing Schwab clients
Uncover opportunities through needs-based analysis
Position appropriate products and solutions
Learn from skilled Financial Consultants through collaboration and mentoring
Required Qualifications
Valid and active Series 7 license
Valid and active Series 66 (63/65) license
Valid and active Life and Health Insurance license
Preferred Qualifications
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbatical after 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance