Join Schwab as an Investment Consultant, where you will learn and grow in our Branch Network. This role is your first step towards a rewarding career in financial consulting, offering valuable exposure and mentorship as you build your client base and deliver exceptional service.
Key Responsibilities
Proactively make outbound calls to existing Schwab clients
Uncover opportunities through needs-based analysis
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 match and Employee stock purchase planPaid time for vacation, volunteering, and sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance