As an Investment Consultant at Schwab, you will have the opportunity to learn and grow within our Branch Network, paving the way for a rewarding career in financial consulting. This role offers exposure to building a book of business through proactive client interactions and collaboration with experienced financial consultants.
Key Responsibilities
Proactively make outbound calls to existing Schwab clients
Uncover opportunities through needs-based analysis
Position appropriate products and solutions
Observe financial consultants to learn best practices
Required Qualifications
Bachelor’s degree or equivalent work-related experience
Valid and active Series 7 license
Valid and active Series 66 (63/65) license
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