Investment Consultant - Sunnyvale, CA
Company: Charles Schwab
Location: Sunnyvale
Posted on: August 26, 2024
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Job Description:
Position Type: RegularYour opportunityOur 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. -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 youAt 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. Our 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 that takes care of the whole you - both today and in
the future:
Keywords: Charles Schwab, Sunnyvale , Investment Consultant - Sunnyvale, CA, Professions , Sunnyvale, California
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