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    Investment Consultant - West Palm Beach, United States - Charles Schwab

    Charles Schwab
    Charles Schwab West Palm Beach, United States

    Found in: SonicJobs Direct Apply US - 4 days ago

    Default job background
    Full time Accounting / Finance
    Description
    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 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

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

    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 means you'll get the tools you need to make a positive difference in the finance industry.

    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

    By applying, you consent to your information being transmitted by beBee to the Employer, as data controller, through the Employer's data processor SonicJobs.
    See SonicJobs Privacy Policy at and Terms of Use at

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