Join Charles Schwab as an Investment Consultant where you will have the opportunity to learn and grow within the Branch Network. This role is a stepping stone to becoming a Financial Consultant, providing exposure to building a book of business through client engagement and collaborative learning. If you're ready to start your rewarding career in financial consulting, apply now!
Key Responsibilities
Proactive outbound calls to existing Schwab clients
Uncovering opportunities through needs-based analysis
Positioning appropriate products and solutions
Observing and learning from skilled Financial Consultants
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
Business development experience
Passion for 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