Investment Consultant - The Villages, FL

Charles Schwab • Full-time • THE VILLAGES, FL, United States • 18h ago

Position Type: Regular

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.

To learn more about our client offerings visit:Charles Schwab - Investor Services

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

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

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

Unlock New Opportunities

Upload Your Resume and Get Discovered by Leading Employers

Create a Free Account

Related Jobs

Estimator

The Boyd Group • Full-time • FL, Wildwood, US • $33.65 / year • 23h ago

Company: Gerber Collision & Glass WELCOME TO GERBER COLLISION & GLASS Our Team Members Drive Us! Gerber Collision & Glass is one of the largest collision repair companies in North America. With $2+ billion...

23h ago

Apply

Youth Development Specialist - Relocation to Hershey, PA Required

Milton Hershey School • Wildwood, FL, United States • 2d ago

Description: Milton Hershey School (MHS) is one of the world's best private schools, where students in pre-K through 12th grade from disadvantaged backgrounds receive an exceptional career-focused education with housing,...

2d ago

Apply

House Parents - Relocation to Hershey, PA Required

Milton Hershey School • Leesburg, FL, United States • 2d ago

2d ago

Apply

House Parents - Relocation to Hershey, PA Required

Milton Hershey School • Lady Lake, FL, United States • 2d ago

2d ago

Apply

Houseparents - Relocation to Hershey, PA Required

Milton Hershey School • Lady Lake, FL, United States • 2d ago

2d ago

Apply