Investment Consultant- Brookfield, WI

About the role

The Investment Consultant (IC) role provides the exposure and experience required to advance in financial consulting. 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 Financial Consultants (FCs) and learn how to deliver unparalleled value and service through collaboration and mentoring.

Responsibilities

• Learn and build a book of business through proactive, outbound calls to existing Schwab clients
• Uncover opportunities through needs-based analysis and position appropriate products and solutions
• Observe and learn from experienced Financial Consultants (FCs)
• Deliver unparalleled value and service through collaboration and mentoring

Requirements

• A valid and active Series 7 license (may be obtained under a condition of employment)
• A valid and active Series 66 (63/65) license (may be obtained under a condition of employment)
• A valid and active Life and Health Insurance license (may be obtained under a condition of employment)
• 2 years of experience in the financial services industry (preferred)
• Ability to leverage Business development experience
• Passion for gaining knowledge of brokerage/banking products and services
• Openness to build strong client relationships

Qualifications

• 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)

Skills

• Proactive outbound calling skills
• Needs-based analysis and product positioning
• Collaboration and mentoring abilities
• Strong client relationship building

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time off 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

Pay

Commensurate with experience

Schedule

Flexible work schedule