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Investment Consultant- Indian Wells, CA
Investment Consultant- Indian Wells, CACharles Schwab • INDIAN WELLS, CA, United States
Investment Consultant- Indian Wells, CA

Investment Consultant- Indian Wells, CA

Charles Schwab • INDIAN WELLS, CA, United States
9 hours ago
Job type
  • Full-time
Job description

Position

  • 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 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. Youll 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.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills

  • Bachelors degreeor equivalent work-related experience
  • A valid and active Series 7 license required
  • A valid and active Series 66 (63 / 65) license required (may be obtained within a 120 day condition of employment)
  • A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
  • Certified Financial Planner (CFP) certification is preferred
  • Minimum of two years of experience in the financial services industry (required)
  • Financialbusiness developmentexperience (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

    Whats in it for you

    At Schwab, youre 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.

    We offer a competitive benefits package that takes care of the whole you - both today and in the

  • 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
  • PDN-a0441eae-1a95-4cb2-bf41-8121522c09b4

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    Investment Consultant • INDIAN WELLS, CA, United States

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