Join Schwab as an Investment Consultant and take the first step towards a rewarding career in financial consulting. Gain invaluable experience by building client relationships, analyzing needs, and collaborating with skilled professionals to deliver exceptional service.
Key Responsibilities
Learn and grow within the Branch Network
Build a book of business through proactive outbound calls
Uncover opportunities through needs-based analysis
Observe skilled Financial Consultants and learn to deliver value and service
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