Investment Consultant- International Client Development Team
Charles Schwab
Westlake, OH
1 month ago
Not specified
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Job Description
Join Schwab’s International Client Development Team as an Investment Consultant, where you will empower international clients by providing expert guidance on our extensive range of financial products and services. This role emphasizes relationship building and a deep understanding of client needs to enhance their investing experience.
Key Responsibilities
Proactively reach out to new and prospective international clients
Help clients navigate Schwab International’s products and services
Identify client financial goals and guide them to appropriate solutions
Make direct hand-offs to International Branch FCs as needed
Required Qualifications
3+ years’ experience in financial services
Strong understanding of US markets and economic indicators
Passion for client relationship building and business development
Familiarity with Schwab’s products and services
Willingness to learn in a complex environment
Series 7, 66 (or 63 and 65) required or must obtain within training time
Preferred Qualifications
Series 9/10 or 24/4 preferred
Mandarin, Cantonese, or Spanish language proficiency
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