Charles Schwab
Investment Consultant - Walnut Creek, CA
Charles Schwab, Walnut Creek, California, United States, 94598
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 step 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 rewarding career in financial consulting, Schwab’s Investment Consultant role is a great place to start. What you have Required Qualifications: A valid and active Series 7 license (may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license (may be obtained under a condition of employment) A valid and active Life and Health Insurance license (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 building 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 mean 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
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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 step 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 rewarding career in financial consulting, Schwab’s Investment Consultant role is a great place to start. What you have Required Qualifications: A valid and active Series 7 license (may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license (may be obtained under a condition of employment) A valid and active Life and Health Insurance license (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 building 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 mean 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
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