Investment Consultant- Pleasanton, CA
Company: Charles Schwab
Location: Pleasanton
Posted on: January 27, 2023
|
|
Job Description:
Position Type: Regular
Your Opportunity
Our 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: Charles Schwab -
Investor Services
What you are good at
Building strong, personal relationships with our clients is a key
component of Schwab's business strategy. The Investment Consultant
will pursue this mission through:
We value integrity, open communicat ion, 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 meet our
people .
What you have
We place a premium on high performance, quality service and the
ability to execute the Schwab strategy. Essential skills include:
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 further .
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 here 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
Click
here to apply!
|