Join Charles Schwab as an Investment Consultant, where you can make an impactful start to your financial consulting career. This role provides essential exposure and experience to build a successful career through proactive client engagement and learning from seasoned professionals.
Key Responsibilities
Make proactive, outbound calls to existing clients
Uncover opportunities through needs-based analysis
Position appropriate products and solutions
Observe and learn from skilled Financial Consultants
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