Investment Consultant- Pleasanton, CA
Company: Charles Schwab
Location: Milpitas
Posted on: January 27, 2023
Job Description:
Position Type: Regular
Your Opportunity
Our branch network is part of the broader Investor Services
organization and is primarily responsible for providing advice and
counsel to---individuals and families with their financial needs,
including retirement planning, educational planning, investment
management, estate planning, active investing, managed banking, and
lending needs. - -To learn more about our client offerings
visit:---Charles Schwab - Investor Services -What you are good
at
Building strong, personal relationships with our clients is a key
component of Schwab's business strategy. The Investment Consultant
will pursue this mission through: - -
Proactive outbound calls to existing
Schwab clients, finding opportunities through needs based analysis
and positioning appropriate products and solutions. At times,
partnering with subject matter experts, peers and managers. -Create
initial relationship with walk-in clients and or prospects to
understand investment goals and objectives and position various
suitable offerings, based upon individual needs. -Identify and
refer additional opportunities to Branch Financial Consultants.
-Delivering unparalleled value and excellent service. - -We are
looking for people with a passion for helping clients. - -We value
integrity, open communication, perseverance, and continuous service
to our clients. If you want to work with a firm that is dynamic,
client centric and values your contributions by providing a
successful environment for outstanding financial rewards, consider
a career as an Investment Consultant at Charles Schwab. - -To learn
more about the culture at Schwab, click here to meet our people.---
-What you have
We place a premium on high performance, quality service and the
ability to execute the Schwab strategy. Essential skills include: -
-
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 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) -2 years of experience in the financial services
industry preferred -Business development experience highly
preferred - -Knowledge of brokerage/banking products and services
-Strong client relationship building experience - -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 - -In addition to the salary range, this role
is also eligible for bonus or incentive opportunities.Why work for
us?Own Your Tomorrow embodies everything we do! We are committed to
helping our employees ignite their potential and achieve their
dreams. Our employees get to play a central role in reinventing a
multi-trillion-dollar industry, creating a better, more modern way
to build and manage wealth.Benefits: A competitive and flexible
package designed to empower you for today and tomorrow. We offer a
competitive and flexible package designed to help you make the most
of your life at work and at home-today and in the future. Explore
further.Schwab is committed to building a diverse and inclusive
workplace where everyone feels valued. As an Equal Opportunity
Employer, our policy is to provide equal employment opportunities
to all employees and applicants without regard to any status that
is protected by law. Please click here to see the policy. Schwab is
an affirmative action employer, focused on advancing women, racial
and ethnic minorities, veterans, and individuals with disabilities
in the workplace. If you have a disability and require reasonable
accommodations in the application process, contact Human Resources
at applicantaccessibility@schwab.com or call 800-275-1281.TD
Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity
Employer. At TD Ameritrade we believe People Matter. We value
diversity and believe that it goes beyond all protected classes,
thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Milpitas , Investment Consultant- Pleasanton, CA, Professions , Milpitas, California
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