As an Investment Consultant at Schwab, you'll have the opportunity to kickstart your career in financial consulting. This role provides valuable exposure to building a book of business and learning from experienced professionals, making it an ideal first step in the finance industry.
Key Responsibilities
Learn and grow within the Branch Network
Build a book of business through proactive, outbound calls to existing clients
Uncover opportunities through needs-based analysis
Observe and learn from skilled Financial Consultants
Deliver value and service through collaboration and mentoring
Required Qualifications
A valid and active Series 7 license
A valid and active Series 66 (63/65) license
A 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