As an Investment Consultant at Schwab, you will embark on a rewarding journey in the finance industry, learning to build a strong client base while working alongside experienced Financial Consultants. This role offers the opportunity to develop essential skills through proactive client engagement and hands-on mentoring.
Key Responsibilities
Learn and grow within the Branch Network
Build a book of business through proactive, outbound calls to existing 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, volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance