Join Charles Schwab as an Investment Consultant to make an impact on your career while learning and growing within the Branch Network. This role offers a pathway to become a Financial Consultant, providing essential exposure and experience in the financial consulting space.
Key Responsibilities
Build a book of business through proactive, outbound calls
Uncover opportunities through needs-based analysis
Position appropriate products and solutions
Observe and learn from skilled Financial Consultants
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
Business development experience
Passion for brokerage/banking products and services
Openness to build strong client relationships
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance