INVESTMENT CONSULTANT- BOSTON, MA
Company: Charles Schwab
Location: Nahant
Posted on: October 29, 2024
|
|
Job Description:
Position Type: RegularYour opportunityAt 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. What you have Required Qualifications:
A valid and active Series 7 license is required (license may be
obtained under a condition of employment through Branch Network
Licensing Program) A valid and active Series 66 (63/65) license
required (license(s) may be obtained under a condition of
employment) A valid and active Life and Health Insurance license is
required (may be obtained under a condition of employment)
Preferred Qualifications: 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
In addition to the salary range, this role is also eligible for
bonus or incentive opportunities. What's in it for youAt 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 planPaid time for vacation, volunteering,
and 28-day sabbatical after every 5 years of service for eligible
positionsPaid parental leave and family building benefitsTuition
reimbursementHealth, dental, and vision insurance
Keywords: Charles Schwab, Taunton , INVESTMENT CONSULTANT- BOSTON, MA, Professions , Nahant, Massachusetts
Click
here to apply!
|