Why you should apply for a job to Charles Schwab:
#2023-93064
Position summary
Your Opportunity
Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.
To learn more about our client offerings visit: Charles Schwab - Investor Services.
What you are good at
Building strong, personal relationships with our clients is a key component of Schwab’s business strategy. The Investment Consultant will pursue this mission through:
- Proactive outbound calls to existing Schwab clients, finding opportunities through needs-based analysis and positioning appropriate products and solutions. At times, partnering with subject matter experts, peers and managers.
- Create initial relationships with walk-in clients and or prospects to understand investment goals and objectives and position various suitable offerings, based upon individual needs.
- Identify and refer additional opportunities to Branch Financial Consultants.
- Delivering unparalleled value and excellent service.
We are looking for people with a passion for helping clients.
We value integrity, open communication, perseverance, and continuous service to our clients. If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for extraordinary financial rewards, consider a career as an Investment Consultant at Charles Schwab.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
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)
2 years of experience in the financial services industry preferred
Business development experience highly preferred
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
What are Charles Schwab perks and benefits
Lactation facilities
Maternity leave coaching
Fertility
Care-taking PTO
Backup child care
Sabbatical
Remote work policy
Paid maternity
Unpaid maternity
Paid paternity
Unpaid paternity
Paid adoptive
Short term disability
About the company
Charles Schwab was founded on the idea that everyone should have the opportunity to own their future – and that principle still guides our firm today. As an industry innovator recognized for excellence in service, our clients trust us to provide the guidance needed to help them reach their unique financial goals. Working at Schwab means joining a team where everyone is empowered to build a diverse, rewarding career. We succeed together through our inclusive, collaborative culture that’s focused on one common goal: to make a difference in the lives of the people we serve.