Investment Consultant - Path to Financial Consultant

Charles Schwab Corporation; Vancouver (WA); Presencial; USD 65 000 - 95 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Bonus opportunities

Resumo da oferta

Charles Schwab Corporation is seeking an Investment Consultant (IC) in our Branch Network. You will develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning while learning alongside experienced Financial Consultants who provide coaching and feedback.

Training begins with Wealth Management University, followed by hands-on mentoring in your branch with guidance from your manager and peers.

Qualificações

• A valid and active FINRA Series 7 license required.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
• Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred

Responsabilidades

• Apply active listening and thoughtful questioning to align solutions to client goals
• Build relationship management skills through timely, accurate, client-focused support
• Manage priorities effectively across outreach, follow-up, and administrative work
• Collaborate with Financial Consultants and branch leaders to enhance client experience
• Take ownership of your learning, results, and professional growth

Conhecimentos

Motivation

Adaptability

Time management

Influencing

Entrepreneurial mindset

Descrição da oferta de emprego

Charles Schwab Corporation is seeking an Investment Consultant (IC) in our Branch Network. You will develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning while learning alongside experienced Financial Consultants who provide coaching and feedback.

Training begins with Wealth Management University, followed by hands-on mentoring in your branch with guidance from your manager and peers.