As an Investment Consultant at Schwab, you'll embark on a rewarding career path in financial consulting, gaining valuable experience and exposure. This role empowers you to build client relationships and develop a strong foundation in the finance industry through proactive outreach and collaboration with seasoned professionals.
Key Responsibilities
Proactively call existing Schwab clients to build a book of business
Conduct needs-based analysis to uncover opportunities
Position appropriate products and solutions
Learn from skilled Financial Consultants through observation and mentoring
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 and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance