Investment Consultant - Troy, MI

Charles Schwab; Troy (MI); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Vacation time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Michigan's Troy area is expanding its Investor Services team, delivering personalized financial guidance across retirement, education planning, investment management, estate planning, and banking needs.

As a trusted advisor, you will build lasting relationships with individuals and families, leverage Schwab's resources and products, and help clients reach their financial goals through a collaborative, client-centric approach.

Qualifications

• Bachelor’s degree or equivalent work-related experience.
• Active Series 7 license is required.
• Active Series 66 license (63/65) may be obtained within 120 days.
• Active Life and Health Insurance license may be obtained within 120 days.
• CFP certification is preferred.
• Minimum of two years in the financial services industry.
• Knowledge of brokerage and banking products and services.
• Strong client relationship-building experience.

Responsibilities

• Provide advice and counsel to individuals and families on retirement, education, investments, and planning needs.
• Support active investing, managed banking, and lending solutions.
• Build and maintain strong client relationships to drive financial outcomes.

Skills

Series 7 license

Series 66 license

Life & Health Insurance license

Client relationship skills

Education

Bachelor’s degree or equivalent experience

CFP certification preferred

Job description

Your opportunity

Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel toindividuals 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 have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

• Bachelor’s degreeor equivalent work-related experience
• A valid and active Series 7 license required

• A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)

• A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
• Certified Financial Planner (CFP) certification is preferred
• Minimum of two years of experience in the financial services industry (required)
• Financialbusiness developmentexperience (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

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration - so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance