Investment Consultant - Troy, MI

Charles Schwab Corporation; Troy (MI); On-site; USD 70,000 - 110,000; Full time

Job summary

Charles Schwab Corporation in Troy, MI seeks a financial services professional to join our Investor Services branch network. The role focuses on advising individuals and families on retirement, education, investment management, estate planning, and lending needs, leveraging a broad platform of Schwab resources.

Applicants must hold Series 7 and Series 66 licenses, a Life/Health license, and have at least two years in financial services.

Qualifications

• Bachelor’s degree or 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).
• Knowledge of brokerage/banking products and services.
• Strong client relationship building experience.

Skills

Bachelor's degree

Series 7 license

Series 66 license

Life and Health Insurance license

CFP preferred

Financial services experience

Client relationship building

Education

Bachelor's degree or equivalent

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