Join Charles Schwab as an Investment Consultant and take the first step towards a rewarding career in financial consulting. You'll learn and grow within our Branch Network, gaining hands-on experience in building client relationships and uncovering opportunities through proactive outreach. This role provides the exposure needed to advance within the financial services industry.
Key Responsibilities
Proactively call existing Schwab clients to build a book of business
Uncover opportunities through needs-based analysis
Position appropriate products and solutions
Observe and learn from skilled Financial Consultants
Deliver value and service through collaboration and mentoring
Required Qualifications
Bachelor’s degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license required (may be obtained within a 120 day condition of employment)
Minimum of two years of experience in the financial services industry
Preferred Qualifications
Certified Financial Planner (CFP) certification
Financial business development experience
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance