Investment Consultant - Sacramento, CA

Charles Schwab • Sacramento, CA

407d • $65,000 - $75,000

About The Position

The Investment Consultant (IC) role at Schwab offers an entry-level opportunity within the Branch Network, designed for individuals looking to start their career in financial consulting. This position focuses on building a book of business through proactive outreach to existing clients, utilizing needs-based analysis to identify opportunities, and collaborating with experienced Financial Consultants to enhance service delivery and client relationships.

Requirements

• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required.
• A valid and active Life and Health Insurance license is required.

Nice To Haves

• 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.

Responsibilities

• Conduct proactive, outbound calls to existing Schwab clients.
• Uncover opportunities through needs-based analysis.
• Position appropriate products and solutions for clients.
• Learn from and collaborate with skilled Financial Consultants.
• Build and maintain strong client relationships.

Benefits

• Competitive salary range of $65,000 - $75,000 per year.
• Opportunities for professional development and career advancement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed