Join Schwab as an Investment Consultant and take your first step toward a rewarding career in financial consulting. This role provides opportunities for professional growth through proactive client engagement, needs analysis, and collaboration with experienced consultants.
Key Responsibilities
Build a book of business through proactive, outbound calls to existing clients
Conduct needs-based analysis and position appropriate products and solutions
Observe and learn from experienced Financial Consultants
Deliver unparalleled 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 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