Join Charles Schwab as an Investment Consultant and take your first step towards a rewarding career in financial consulting. In this role, you'll gain valuable experience by engaging with clients, uncovering their needs, and learning from industry experts. Embrace a culture of innovation and personal growth while making a significant impact in the finance industry.
Key Responsibilities
Learn and grow within the Branch Network
Proactively call existing Schwab clients to uncover opportunities
Position appropriate products and solutions
Observe and learn 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 sabbatical after 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance