Investment Consultant- Seal Beach, CA
Company: Charles Schwab
Location: Garden Grove
Posted on: October 20, 2024
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Job Description:
Position Type: RegularYour 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 atthe
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'llobserve 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.
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
include:
Bachelor's degree or 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)
Financial business development experience (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
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. Our Hybrid
Work and Flexibility 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 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
Keywords: Charles Schwab, El Cajon , Investment Consultant- Seal Beach, CA, Professions , Garden Grove, California
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