Join Schwab as an Investment Consultant and kickstart your career in financial consulting. You'll gain hands-on experience, build client relationships, and learn from experienced professionals while making a significant impact in the finance industry.
Key Responsibilities
Learn and grow within the Branch Network
Make proactive outbound calls to existing clients
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
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within 120 days of employment)
A valid and active Life and Health Insurance license required (may be obtained within 120 days of employment)
Minimum of two years of experience in the financial services industry required
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 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