What are the responsibilities and job description for the Investment Consultant position at Charles Schwab?
Your Opportunity at Charles Schwab
At Charles Schwab, you have the power to shape your career. Here, innovative thinking meets creative problem-solving, driving us to challenge conventional wisdom and revolutionize the finance industry together.
The Investment Consultant role at Charles Schwab offers a unique opportunity to learn and grow within our branch network from the ground up. This entry-level position sets the stage for a successful career in financial consulting. As an IC, you will develop essential skills by engaging in proactive, outbound calls to existing clients, identifying opportunities through needs-based analysis, and presenting tailored products and solutions. You will also observe seasoned Financial Consultants and gain expertise through mentorship and collaboration. If you seek a fulfilling and rewarding career in financial consulting, look no further than Charles Schwab's Investment Consultant role.
Your Qualifications and Experience
Required Qualifications:
- A valid Series 7 license is required (can be obtained through our Branch Network Licensing Program)
- A valid Series 66 (63/65) license is required (can be obtained upon employment)
- A valid Life and Health Insurance license is required (can be obtained upon employment)
Preferred Qualifications:
- Two years of experience in the financial services industry
- Business development experience
- Passion for learning about brokerage and banking products and services
- Ability to build strong client relationships
Your Benefits and Growth Opportunities
At Charles Schwab, we are committed to empowering your personal and professional success. Our supportive culture and focus on employee development provide you with the tools you need to make a positive impact in the finance industry. Our Hybrid Work and Flexibility approach balances work-life balance, serving clients, and fostering in-person connections.
We offer a competitive benefits package that takes care of your whole well-being – today and in the future:
- 401(k) with company match and Employee Stock Purchase Plan
- Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
