Wealth Advisor & Investment Strategy Consultant

Charles Schwab; Troy (AL); On-site; USD 65,000 - 90,000; Full time

Job summary

Charles Schwab is seeking candidates to join its Investor Services branch network, providing advice and counsel on retirement planning, education planning, investment management and related financial needs.

Qualified applicants will hold a Series 7 license and a Series 66 license, with Life and Health Insurance license required or obtainable within 120 days. CFP preferred and at least two years in financial services with strong client relations.

Qualifications

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

Skills

Series 7 license

Series 66 license

Life and Health Insurance license

CFP certification preferred

Financial services experience

Client relationship building

Brokerage/banking product knowledge

Education

Bachelor’s degree or equivalent

Job description

Charles Schwab is seeking candidates to join its Investor Services branch network, providing advice and counsel on retirement planning, education planning, investment management and related financial needs.

Qualified applicants will hold a Series 7 license and a Series 66 license, with Life and Health Insurance license required or obtainable within 120 days. CFP preferred and at least two years in financial services with strong client relations.