Investment Consultant - Cherry Creek, CO
Company: Charles Schwab
Location: Denver
Posted on: October 10, 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 at the 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'll observe 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
Pursuant to SAFE Act requirements, all employees engaged in
residential loan mortgage originations must register with the NMLS
registry system and remain in good standing. You will be required
to register and to submit to the required SAFE Act background check
and registration process 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. 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 --s-p-m1-- By applying, you consent to your
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Keywords: Charles Schwab, Greeley , Investment Consultant - Cherry Creek, CO, Professions , Denver, Colorado
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