As an Investment Consultant at Schwab, you'll kickstart your career in financial consulting by learning to build a book of business while collaborating with experienced Financial Consultants. This role offers the foundation needed for a successful career in finance through proactive client engagement and professional development.
Key Responsibilities
Make proactive, outbound calls to existing Schwab clients
Uncover opportunities through needs-based analysis
Position appropriate products and solutions
Observe and learn from skilled Financial Consultants
Required Qualifications
A valid and active Series 7 license
A valid and active Series 66 (63/65) license
A 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 sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance