<span>Investment Consultant - Plano, TX</span>

Charles Schwab • Plano, TX

391d • $43,800 - $83,700

About The Position

As an Investment Consultant at Charles Schwab, you will play a crucial role in the Branch Network, providing the foundational experience necessary to advance towards a Financial Consultant position. This role emphasizes proactive client engagement through outbound calls, needs-based analysis, and the delivery of tailored financial solutions. You will benefit from collaboration and mentorship from experienced Financial Consultants, setting the stage for a rewarding career in financial consulting.

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

• Make proactive, outbound calls to existing Schwab clients.
• Conduct needs-based analysis to uncover client opportunities.
• Position appropriate financial products and solutions for clients.
• Collaborate with and learn from experienced Financial Consultants.
• Build and maintain strong client relationships.

Benefits

• 401(k) with company match
• Employee stock purchase plan
• Paid time for vacation
• Paid time for volunteering
• 28-day sabbatical after every 5 years of service
• Paid parental leave
• Family building benefits
• Tuition reimbursement
• Health insurance
• Dental insurance
• Vision insurance

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
• Number of Employees: 1,001-5,000 employees