Investment Consultant (Active Trader) - Phoenix, AZ
Charles Schwab
Paradise Valley, AZ
2 days ago
Job Description
As an Investment Consultant at Schwab, you will learn and grow within our Branch Network, taking the first step towards becoming a Financial Consultant. This role involves proactive outreach to clients, uncovering their needs, and providing tailored financial solutions, while receiving mentorship from experienced professionals.
Key Responsibilities
Proactive outbound calls to existing clients
Uncovering opportunities through needs-based analysis
Positioning appropriate products and solutions
Observing and learning from 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 and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance