Investment Consultant (Active Trader) - Phoenix, AZ
Charles Schwab
Scottsdale, AZ
1 day ago
Job Description
Join Charles Schwab as an Investment Consultant to kickstart your career in financial consulting. You'll engage in proactive client outreach, learn to identify client needs, and gain valuable mentoring from experienced Financial Consultants, all while benefiting from a supportive and empowering work environment.
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
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 and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance