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Job Description
Join Charles Schwab as an Investment Consultant and embark on a rewarding career in financial consulting. This role offers invaluable experience and mentorship, empowering you to build client relationships and develop your skills in a dynamic branch environment.
Key Responsibilities
Build a book of business through proactive, outbound calls to existing clients
Uncover opportunities through needs-based analysis
Position appropriate products and solutions
Observe and learn from experienced Financial Consultants
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 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance