Investment Consultant (Active Trader) - Phoenix, AZ

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 50,000 - 70,000; Full time

Job summary

Charles Schwab Corporation offers an Investment Consultant position, ideal for those seeking to enter the finance industry. This role provides foundational knowledge for future advancement as a Financial Consultant, emphasizing proactive business development and client engagement. Candidates must hold notable licenses and have a passion for financial services.

Qualifications

• Valid and active Series 7, 66 (63/65), and Life and Health Insurance licenses required.
• 2 years of experience in the financial services industry preferred.
• Passion for learning about brokerage/banking products.

Responsibilities

• Make proactive, outbound calls to existing clients.
• Uncover opportunities through needs-based analysis.
• Observe and learn from Financial Consultants.

Skills

Business development

Client relationship building

Knowledge of brokerage products

Education

Series 7 license

Series 66 (63/65) license

Life and Health Insurance license

Job description

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.

What you have

Required:

• 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)

Preferred:

• 2 years of experience in the financial services industry
• Ability to leverage Business development experience
• Passion for gaining knowledge of brokerage/banking products and services
• Openness to build strong client relationships