Investment Consultant- International Client Development Team
Charles Schwab
Scottsdale, AZ
1 month ago
Not specified
This Job Position Has Expired
This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
Join Schwab's International Client Development Team as an Investment Consultant, where you'll empower international clients by guiding them through Schwab's diverse products and services. Utilize your financial expertise and relationship-building skills to enhance clients' investing experiences across multiple jurisdictions.
Key Responsibilities
Proactively reach out to new and prospective international clients
Identify client financial goals and guide them to appropriate products and services
Make direct hand-offs to International Branch FCs as needed
Deliver strong first impressions and help clients navigate Schwab’s offerings
Required Qualifications
3+ years’ experience in financial services
Strong understanding of US markets, economic indicators, and financial environment
Passion for client relationship building and business development
Familiarity with Schwab’s products and services
Strong willingness to learn in a complex environment
Series 7, 66 (or 63 and 65) required or condition to obtain within training
Preferred Qualifications
Series 9/10 or 24/4 preferred
Mandarin, Cantonese, or Spanish language proficiency preferred
Familiarity with international client rules and servicing non-US customers
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