Investment Consultant
| Company | Charles Schwab |
|---|---|
| Location | San Luis Obispo, CA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- 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)
Responsibilities
- Learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients
- Uncover opportunities through needs-based analysis and positioning appropriate products and solutions
- Observe skilled Financial Consultants and learn how to deliver unparalleled value and service through collaboration and mentoring
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