Investment Consultant- Rowland Heights, CA
Company: Charles Schwab
Location: Rowland Heights
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 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. 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 Fluent in Mandarin or Cantonese 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. 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 --s-p-m1-- By
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Keywords: Charles Schwab, Beverly Hills , Investment Consultant- Rowland Heights, CA, Professions , Rowland Heights, California
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