Investment Consulant - Chestnut Hill, MA
About The Position
Schwab’s branch team helps clients manage their financial futures. The Financial Consultant combines planning expertise with holistic financial guidance on investing, retirement readiness, and education goals, serving as a trusted partner for clients’ financial decisions. The role begins with a book of existing Schwab clients and focuses on building relationships, growing the book of business, and supporting clients’ financial goals. The position includes comprehensive training through Wealth Management University: a four-week virtual experience with live facilitators, followed by a weeklong bootcamp. Afterward, the consultant receives hands-on branch training and mentorship from the branch manager, experienced peers, and dedicated mentors. Schwab’s four-level Financial Consultant career track offers opportunities for advancement, recognition, and leadership. Compensation includes a base salary and a performance-driven incentive plan, with earning opportunities increasing as the consultant builds relationships and grows their book of business.
Requirements
- A valid and active FINRA Series 7 license.
- Obtain or acquire FINRA Series 66 (63/65) during tenure in the role.
- Obtain or acquire Life & Health Insurance licensing during tenure in the role.
- Ability to build strong relationships, encourage trust, and deepen client relationships through client communication.
- Ability to conduct outreach and maintain sales activity to grow a book of business.
- Openness to managing wealth across retirement, education, investment, banking and lending, insurance and risk management, and estate planning.
Nice To Haves
- CFP® Certification.
- Passion for community engagement.
- Desire to provide an outstanding investor experience and further professional development in wealth management.
Responsibilities
- Proactively conduct warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
- Engage clients in discussions about market conditions, sound investing principles, and wealth and long-term investment strategies suited to their situations.
- Build strong client relationships, establish trust, apply a focused client communication strategy, and exceed client expectations.
- Manage client wealth across retirement planning, education planning, investment management, banking and lending management, insurance and risk management, and estate planning.
- Leverage Schwab specialists, advice guidelines, market knowledge, and the ability to inspire action to help clients progress toward their goals.
- Adapt to and implement changes as market and business conditions evolve.
- Continue professional development in wealth management.
Benefits
- Tuition reimbursement is available to support CFP professional development.
- Internal CFP Cohort Program.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
