招聘
福利待遇
•401(k)
•Equity
•Unlimited Pto
•Parental Leave
•Learning
•Sabbatical
•Healthcare
•Flexible Hours
必备技能
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
总浏览量
1
申请点击数
0
模拟申请者数
0
收藏
0
相似职位

Information Systems Analyst, Stf / Windows Admin / Secret / Onsite: CO Littleton, Colorado
Lockheed Martin · littleton

Supply Chain - Contracts Analyst - Level 3 Fort Worth, Texas
Lockheed Martin · fort worth

Property Administrator (CRE)
Curtiss-Wright · Client Site - USA - NY - Long Island City - One Court Square

Radiation Protection Monitor (RPM)
GE Vernova · Wilmington NC USA

Proposal & Bid Management Specialist
Marsh McLennan · Lisbon - Antonio
关于Charles Schwab

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+
员工数
Westlake
总部位置
$134B
企业估值
评价
4.3
10条评价
工作生活平衡
4.2
薪酬
3.8
企业文化
4.1
职业发展
3.2
管理层
4.4
78%
推荐给朋友
优点
Supportive management
Great work-life balance and flexibility
Excellent benefits and pay
缺点
Slow promotion and limited career advancement
Demanding work hours and fast-paced environment
Bureaucratic processes
薪资范围
29个数据点
Mid/L4
Senior/L5
Mid/L4 · MANAGER, IT PRODUCT MANAGEMENT
2份报告
$171,000
年薪总额
基本工资
$140,000
股票
-
奖金
-
$171,000
$171,000
面试经验
7次面试
难度
3.0
/ 5
时长
14-28周
录用率
28%
体验
正面 14%
中性 58%
负面 28%
面试流程
1
Phone Screen
2
Interview
3
Background Check
常见问题
Phone Interview
Recruiter Screening
Technical Assessment
新闻动态
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