As an Investment Consultant at Schwab, you will have the opportunity to learn and grow within our Branch Network, paving your way to a rewarding career in financial consulting. This role involves building client relationships and uncovering opportunities through proactive outreach and needs-based analysis, all while being mentored by experienced Financial Consultants.
Key Responsibilities
Learn and grow within the Branch Network
Build a book of business through proactive, outbound calls to existing clients
Uncover opportunities through needs-based analysis
Position appropriate products and solutions
Deliver unparalleled value and service through collaboration and mentoring
Required Qualifications
Valid and active Series 7 license
Valid and active Series 66 (63/65) license
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 sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance