Join Charles Schwab as an Investment Consultant and embark on a rewarding career in financial consulting. This role offers the chance to learn and grow while making an impact in the finance industry, providing exposure through proactive client engagement and mentorship from skilled professionals.
Key Responsibilities
Proactively call existing Schwab clients to identify needs
Build a book of business through needs-based analysis
Observe and learn from skilled Financial Consultants
Deliver 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 and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance