채용
복지 및 혜택
•401(k)
•Equity
•Unlimited Pto
•Parental Leave
•Learning
•Sabbatical
•Healthcare
•Flexible Hours
필수 스킬
Client relationship building
Financial services knowledge
Sales
Needs analysis
Pay range: USD $26.88 - $44.28 / Hour
Your 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.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
- Bachelor's degree or equivalent work-related experience
- A valid and active Series 7 license required
- A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
- A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
- Certified Financial Planner (CFP) certification is preferred
- Minimum of two years of experience in the financial services industry (required)
- Financial business development experience (highly preferred)
- Knowledge of brokerage/banking products and services
- Strong client relationship building experience
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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
총 조회수
1
총 지원 클릭 수
0
모의 지원자 수
0
스크랩
0
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Charles Schwab 소개

Charles Schwab
PublicCharles Schwab Corporation is a major American multinational financial services company that provides brokerage, banking, and financial advisory services to individual and institutional clients.
10,001+
직원 수
Westlake
본사 위치
$134B
기업 가치
리뷰
4.3
10개 리뷰
워라밸
4.2
보상
3.8
문화
4.1
커리어
3.2
경영진
4.4
78%
친구에게 추천
장점
Supportive management
Great work-life balance and flexibility
Excellent benefits and pay
단점
Slow promotion and limited career advancement
Demanding work hours and fast-paced environment
Bureaucratic processes
연봉 정보
29개 데이터
Mid/L4
Senior/L5
Mid/L4 · MANAGER, IT PRODUCT MANAGEMENT
2개 리포트
$171,000
총 연봉
기본급
$140,000
주식
-
보너스
-
$171,000
$171,000
면접 경험
7개 면접
난이도
3.0
/ 5
소요 기간
14-28주
합격률
28%
경험
긍정 14%
보통 58%
부정 28%
면접 과정
1
Phone Screen
2
Interview
3
Background Check
자주 나오는 질문
Phone Interview
Recruiter Screening
Technical Assessment
뉴스 & 버즈
Ninety One SA Pty Ltd Boosts Stock Position in The Charles Schwab Corporation $SCHW - MarketBeat
MarketBeat
News
·
4d ago
Barclays Sticks to Their Buy Rating for Charles Schwab (SCHW) - The Globe and Mail
The Globe and Mail
News
·
4d ago
Schwab Investors Get Spooked by JPMorgan’s AI Strategy. The Big Worry Is Cash Sweeps. - Barron's
Barron's
News
·
4d ago
Charles Schwab Posts Strong Q1, Analyst Raises Price Target On Monetization Opportunities - Benzinga
Benzinga
News
·
5d ago