Investment Consultant- Pleasanton, CA
Company: Charles Schwab
Location: Pleasanton
Posted on: January 19, 2023
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Job Description:
Position Type: RegularYour OpportunityOur branch network is part
of the broader Investor Services organization and is primarily
responsible for providing advice and counsel to---individuals 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:--- -What you are good
atBuilding strong, personal relationships with our clients is a key
component of Schwab's business strategy. The Investment Consultant
will pursue this mission through: - -Proactive outbound calls to
existing Schwab clients, finding opportunities through needs based
analysis and positioning appropriate products and solutions. At
times, partnering with subject matter experts, peers and managers.
-Create initial relationship with walk-in clients and or prospects
to understand investment goals and objectives and position various
suitable offerings, based upon individual needs. -Identify and
refer additional opportunities to Branch Financial Consultants.
-Delivering unparalleled value and excellent service. - -We are
looking for people with a passion for helping clients. - -We value
integrity, open communication, perseverance, and continuous service
to our clients. If you want to work with a firm that is dynamic,
client centric and values your contributions by providing a
successful environment for outstanding financial rewards, consider
a career as an Investment Consultant at Charles Schwab. - -To learn
more about the culture at Schwab, click here to --- -What you
haveWe place a premium on high performance, quality service and the
ability to execute the Schwab strategy. Essential skills include: -
-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) -2
years of experience in the financial services industry preferred
-Business development experience 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 - -In addition to the
salary range, this role is also eligible for bonus or incentive
opportunities.Why work for us?Own Your Tomorrow embodies everything
we do! We are committed to helping our employees ignite their
potential and achieve their dreams. Our employees get to play a
central role in reinventing a multi-trillion-dollar industry,
creating a better, more modern way to build and manage
wealth.Benefits: A competitive and flexible package designed to
empower you for today and tomorrow. We offer a competitive and
flexible package designed to help you make the most of your life at
work and at home-today and in the future. Explore .Schwab is
committed to building a diverse and inclusive workplace where
everyone feels valued. As an Equal Opportunity Employer, our policy
is to provide equal employment opportunities to all employees and
applicants without regard to any status that is protected by law.
Please click to see the policy. Schwab is an affirmative action
employer, focused on advancing women, racial and ethnic minorities,
veterans, and individuals with disabilities in the workplace. If
you have a disability and require reasonable accommodations in the
application process, contact Human Resources at or call .TD
Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity
Employer. At TD Ameritrade we believe People Matter. We value
diversity and believe that it goes beyond all protected classes,
thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Pleasanton , Investment Consultant- Pleasanton, CA, Other , Pleasanton, California
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