Job Highlights
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As an Investment Consultant at Schwab, you will learn and grow within our Branch Network, preparing for a path towards becoming a Financial Consultant. This role involves proactive outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis, and positioning appropriate products and solutions. You will observe and learn from skilled Financial Consultants, gaining valuable experience in the finance industry.
Responsibilities
- Learn and grow within our Branch Network.
- Prepare for a path towards becoming a Financial Consultant.
- Make proactive, outbound calls to existing Schwab clients.
- Uncover opportunities through needs-based analysis.
- Position appropriate products and solutions.
- Observe and learn from skilled Financial Consultants.
- Deliver unparalleled value and service through collaboration and mentoring.
Qualifications
Required
- Valid and active Series 7 license (license may be obtained under a condition of employment through Branch Network Licensing Program)
- Valid and active Series 66 (63/65) license (license(s) may be obtained under a condition of employment)
- Valid and active Life and Health Insurance license (may be obtained under a condition of employment)
Preferred
- 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
Full Job Description
**Your opportunity**
_At Schwab,_ _you're_ _empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together._
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
**What you have**
**Required Qualifications:**
+ A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
+ A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
+ A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
**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
**What's in it for you**
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.