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    Investment Consultant - Pensacola, United States - CFA Institute

    CFA Institute
    CFA Institute Pensacola, United States

    2 weeks ago

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    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 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, 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 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

    #J-18808-Ljbffr
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