Charles Schwab
Investment Consultant- Leawood, KS (Hiring Immediately)
Charles Schwab, Leawood, Kansas, United States, 66211
Position Type:
Regular Your opportunity
At Schwab,
youre
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.
Youl
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.
Youll
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 Schwabs 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:
Regular Your opportunity
At Schwab,
youre
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.
Youl
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.
Youll
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 Schwabs 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: