Investment Consultant- International Client Development Team
Charles Schwab
Orlando, FL
1 month ago
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Job Description
Join Schwab’s International Client Development Team as an Investment Consultant, where you'll play a crucial role in helping international clients navigate financial services. This position emphasizes relationship building and client satisfaction while offering opportunities for professional growth and a competitive benefits package.
Key Responsibilities
Proactively reach out to new and prospective international clients
Identify client financial goals and guide them to appropriate products and services
Build strong relationships with international clients
Support clients in navigating Schwab's extensive products and services
Required Qualifications
3+ years’ experience in financial services
Strong understanding of US markets, economic indicators, and financial environment
Passion for client relationship building and business development
Familiarity with Schwab’s products and services
Willingness to learn and grow in a complex environment
Series 7, 66 (or 63 and 65) required or ability to obtain
Preferred Qualifications
Series 9/10 or 24/4
Mandarin, Cantonese, or Spanish language proficiency
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