Charles Schwab
Investment Consultant- Fort Collins, CO
Charles Schwab, Fort Collins, Colorado, United States, 80553
Position Type:
Regular 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 int o 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’l l
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, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
Regular 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 int o 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’l l
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, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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