Join Schwab as an Investment Consultant and take the first step towards a rewarding financial consulting career. You'll learn to proactively build client relationships and uncover opportunities while receiving guidance from experienced professionals in a supportive culture.
Key Responsibilities
Proactively call existing Schwab clients to build a book of business
Perform needs-based analysis to uncover opportunities
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
Business development experience
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 volunteeringSabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance