Join Charles Schwab as an Investment Consultant, where you'll gain essential experience in the finance industry. As part of our Branch Network, you'll actively engage with clients, uncover business opportunities, and learn from seasoned professionals, setting the stage for a rewarding career in financial consulting.
Key Responsibilities
Learn and grow within the Branch Network to advance towards becoming a Financial Consultant
Build a book of business through proactive, outbound calls to existing Schwab clients
Uncover opportunities through needs-based analysis and positioning appropriate products and solutions
Observe skilled Financial Consultants and learn to deliver 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 match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance