Join Charles Schwab as an Investment Consultant and kickstart your career in financial consulting. This role offers a unique opportunity to learn from experienced professionals while actively building client relationships and uncovering financial solutions. Experience a supportive culture that empowers your growth and success in the finance industry.
Key Responsibilities
Proactive, outbound calls to existing Schwab clients
Uncovering opportunities through needs-based analysis
Positioning appropriate products and solutions
Observing skilled Financial Consultants and learning to deliver value and service
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 28-day sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance