Investment Consultant - Burlington, MA
Company: Charles Schwab
Location: Melrose
Posted on: September 26, 2024
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Job Description:
Position Type: RegularYour opportunity
At 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 you
At 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 plan
Paid time for vacation, volunteering, and 28-day sabbatical after
every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Keywords: Charles Schwab, Boston , Investment Consultant - Burlington, MA, Professions , Melrose, Massachusetts
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