Investment Consultant - Davis, CA

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 step on 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. 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 FCs and learn how to deliver unparalleled value and service through collaboration and mentoring.

Requirements

• 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)

Qualifications

• 2 years of experience in the financial services industry
• Ability to leverage business development experience
• Passion for gaining knowledge of brokerage/banking products and services
• Openness to build strong client relationships

Benefits

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time 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

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.