CFA Institute
Investment Consultant - Encino, CA
CFA Institute, Los Angeles, California, United States, 90079
Position Type:
RegularYour opportunityAt 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 is 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 industryAbility to leverage Business development experiencePassion for gaining knowledge of brokerage/banking products and servicesOpenness to build strong client relationshipsWhat'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 package that takes care of the whole you - both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance
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RegularYour opportunityAt 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 is 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 industryAbility to leverage Business development experiencePassion for gaining knowledge of brokerage/banking products and servicesOpenness to build strong client relationshipsWhat'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 package that takes care of the whole you - both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance
#J-18808-Ljbffr