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Job Description
As an Investment Consultant at Schwab, you will embark on a rewarding career path in financial consulting. This role offers the chance to learn the intricacies of building client relationships while receiving mentorship from experienced professionals. You'll be empowered to make a significant impact in the finance industry, leveraging your skills to provide exceptional service to clients.
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
Collaborate and receive mentorship from skilled Financial Consultants
Required Qualifications
A valid and active Series 7 license
A valid and active Series 66 (63/65) license
A 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, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance