Investment Consultant, Employee Branch- Westlake, TX

Charles Schwab Inc.•Westlake, TX

12d•$62,600 - $89,800

About The Position

The Investment Consultant is part of Schwab’s Employee Branch, which provides financial planning guidance to Schwab employees and their families. The role offers comprehensive financial planning and wealth management to address needs including retirement and education planning, investment management, estate planning, equity and deferred compensation, active investing, banking, insurance, and lending. Investment Consultants provide guidance in accordance with the firm’s philosophy, policies, and guidelines.

Requirements

Bachelor’s degree or relevant work experience.
Active and valid FINRA Series 7 license.
Active and valid FINRA Series 66 (63/65) license; license(s) may be obtained under a condition of employment.
Active and valid Life and Health insurance license; may be obtained under a 120-day condition of employment.
Proven success in developing and managing client relationships.
Strong industry and market knowledge.

Nice To Haves

CFP certification.
Portfolio-level advice experience.
Knowledge of Schwab benefits.
Excellent consultative, interpersonal, and communication skills.

Responsibilities

Provide financial planning guidance to Schwab employees and their families.
Provide comprehensive financial planning and wealth management guidance across retirement, education, investment management, estate planning, equity compensation, deferred compensation, active investing, banking, insurance, and lending needs.
Provide guidance in accordance with the firm’s philosophy, policies, and guidelines.