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Investment Consultant - Redmond, WA
Charles Schwab • Redmond, WA 98073 • Posted 1 day ago
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In-person • Full-time • Entry Level
Job Highlights
Using AI ⚡ to summarize the original job post
As an Investment Consultant at Charles Schwab, you will be empowered to make an impact on your career through innovative thought and creative problem solving. This role serves as the first step towards becoming a Financial Consultant, offering exposure and experience in building a book of business through proactive outbound calls to existing clients, needs-based analysis, and positioning appropriate products and solutions. You will learn from skilled Financial Consultants and have the opportunity to advance within the Branch Network.
Responsibilities
- Learn and grow within the Branch Network.
- Advance towards becoming a Financial Consultant.
- Build a book of business through proactive, outbound calls to existing Schwab clients.
- Uncover opportunities through needs-based analysis.
- Position appropriate products and solutions.
- Observe skilled Financial Consultants.
- Learn how to deliver unparalleled value and service.
- Collaborate and mentor with experienced professionals.
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.
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
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