Investment Consultant (Active Trader) - Phoenix, AZ
Charles Schwab
Phoenix, AZ
1 day ago
Job Description
Join Charles Schwab as an Investment Consultant and kickstart your career in financial consulting. You'll engage clients, uncover needs, and learn from experienced professionals while enjoying a supportive culture and comprehensive benefits.
Key Responsibilities
Proactive outbound calls to existing Schwab clients
Uncover opportunities through needs-based analysis
Position appropriate products and solutions
Observe and learn from experienced Financial Consultants
Develop a book of business
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, volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance