Investment Consultant - Menlo Park, CA
TieTalent - Menlo Park, California, United States, 94029
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Overview
Investment Consultant - Menlo Park, CA
role at
TieTalent
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Your opportunity
About
Position Type:
Regular
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 IC role provides exposure and experience to advance towards becoming a Financial Consultant (FC). You’ll build a book of business through outbound calls, needs-based analysis, and product positioning. You’ll observe skilled FCs and learn to deliver value and service through collaboration and mentoring. This role is ideal for those seeking a career in financial consulting.
What You Have
Required Qualifications:
A valid and active Series 7 license (may be obtained during employment)
A valid and active Series 66 (63/65) license (may be obtained during employment)
A valid and active Life and Health Insurance license (may be obtained during employment)
Preferred Qualifications:
2 years of experience in financial services
Business development experience
Interest in brokerage/banking products
Ability to build strong client relationships
What’s In It For You
We offer a supportive culture, development tools, and a flexible hybrid work approach. Our benefits include:
401(k) with company match
Paid time off, volunteering, sabbaticals
Parental leave and family benefits
Tuition reimbursement
Health, dental, vision insurance
Location: Menlo Park, California
Languages: English
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
Industries Technology, Information and Internet
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