Investment Consultant- International Client Development Team
Charles Schwab
Orlando, FL
1 month ago
Not specified
This Job Position Has Expired
This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
Join Schwab's International Client Development Team as an Investment Consultant, where you'll make a significant impact by helping international clients navigate a variety of financial products and services. Leverage your expertise in client relationships and financial services to foster growth and enhance the client experience.
Key Responsibilities
Proactively reach out to new and prospective international clients
Help clients navigate Schwab International’s products and services
Identify client financial goals and guide them to appropriate products
Establish strong relationships and deliver exceptional client service
Required Qualifications
3+ years’ experience in financial services
Strong understanding of the US markets, economic indicators, and financial environment
Passion for client relationship building and business development
Familiarity with Schwab’s products and services
Strong willingness to learn and grow in a complex environment
Series 7, 66 (or 63 and 65) required or condition to obtain
Preferred Qualifications
Series 9/10 or 24/4 preferred
Mandarin, Cantonese, or Spanish language proficiency preferred
Familiarity with international client rules and jurisdictional governance
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid vacation and volunteering time28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance