Join Schwab as an Investment Consultant and take the first step towards a rewarding career in financial consulting. This role empowers you to learn and grow while making a significant impact in the finance industry.
Key Responsibilities
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
Bachelor’s degree or equivalent work-related experience
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
Certified Financial Planner (CFP) certification
Minimum of two years of experience in the financial services industry
Financial business development experience
Knowledge of brokerage/banking products and services
Strong client relationship building experience
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