Join Charles Schwab as an Investment Consultant in Rancho Bernardo, CA, where you'll have the opportunity to learn and grow within the Branch Network. This role offers valuable exposure to financial consulting, enabling you to build client relationships and develop your skills in the finance industry.
Key Responsibilities
Proactively call existing Schwab clients to build a book of business
Uncover opportunities through needs-based analysis
Position appropriate products and solutions
Observe and learn from skilled Financial Consultants
Required Qualifications
Bachelor’s degree or equivalent work-related experience
Valid and active Series 7 license
Valid and active Series 66 (63/65) license (may be obtained within 120 days of employment)
Valid and active Life and Health Insurance license (may be obtained within 120 days of employment)
Minimum of two years of experience in the financial services industry
Preferred Qualifications
Certified Financial Planner (CFP) certification
Financial business development experience
Knowledge of brokerage/banking products and services
Strong client relationship building experience
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