Join Charles Schwab as an Investment Consultant and take the first step towards a rewarding financial consulting career. You will proactively engage with clients, uncovering opportunities and learning valuable skills through mentorship and collaboration.
Key Responsibilities
Build a book of business through proactive, outbound calls to existing Schwab clients
Uncover opportunities through needs-based analysis
Observe and learn from skilled Financial Consultants
Deliver unparalleled value and service through collaboration and mentoring
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 a 28-day sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance