Jobs for Humanity is partnering with Charles Schwab to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.

Company Name: Charles Schwab

Position Type: Regular Your Opportunity

We are part of a larger organization called Investor Services, which is responsible for providing financial advice and support to individuals and families. This includes helping with retirement planning, education planning, investment management, estate planning, active investing, banking, and lending needs.

If you want to learn more about what we offer to our clients, you can visit our website: Charles Schwab - Investor Services.

What You'll Do

• Make proactive outbound calls to existing Schwab clients, analyzing their needs and offering appropriate products and solutions. You may collaborate with experts, colleagues, and managers when necessary.
• Establish initial relationships with walk-in clients or prospects, understanding their investment goals and objectives, and recommending suitable offerings based on their individual needs.
• Identify and refer additional opportunities to Branch Financial Consultants.
• Deliver exceptional value and provide excellent service to our clients.

We are looking for people who are passionate about helping clients. We value integrity, open communication, perseverance, and continuous service to our clients. If you want to work in a dynamic and client-centric firm that recognizes and rewards your contributions, consider a career as an Investment Consultant at Charles Schwab.

What You'll Need

• A valid and active Series 7 license is required (license may be obtained under the Branch Network Licensing Program).
• A valid and active Series 66 (63/65) license is required (license(s) may be obtained under the condition of employment).
• A valid and active Life and Health Insurance license is required (may be obtained under the condition of employment).
• At least 2 years of experience in the financial services industry is preferred.
• Business development experience is highly preferred.
• Knowledge of brokerage/banking products and services.
• Strong experience in building client relationships.

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 complete the necessary background check and registration process as per the SAFE Act regulations.