Investment Consultant - Coral Gables, FL

About the role

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.

Responsibilities

• 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.
• Observe our skilled Financial Consultants and learn how to deliver unparalleled value and service through collaboration and mentoring.

Requirements

• Bachelor’s degree or equivalent work-related experience
• A valid and active Series 7 license required
• A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
• A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
• Certified Financial Planner (CFP) certification is preferred
• Minimum of two years of experience in the financial services industry (required)
• Financial business development experience (highly preferred)
• Knowledge of brokerage/banking products and services
• Strong client relationship building experience

Qualifications

• Preferred: CFP certification
• Experience: Minimum of two years in the financial services industry
• Skills: Business development experience, knowledge of brokerage/banking products and services, strong client relationship building experience

Skills

• Proactive and independent sales skills
• Ability to build and maintain relationships with clients
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills

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

The salary range for this role is [insert actual salary range here]. This role is also eligible for bonus or incentive opportunities.

Schedule

This role offers a flexible schedule, allowing you to work remotely and in-office as needed.