Position Type : RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network atthe 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.
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’llobserve our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring.
If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.
What you have Required 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) Preferred 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 In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you both today and in the future : 401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance
Investment Consultant - Oak Brook, IL
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network atthe ground floor. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role. What you have ...
Travel Occupational Therapist (OT) - $2,565 to $2,744 per week in Oak Brook, IL
AlliedTravelCareers is working with Host Healthcare to find a qualified Occupational Therapist (OT) in Oak Brook, Illinois, 60523!. When you work with us, you can trust that we will help you with everything from travel, to housing, and acting as the liaison between you and the facility. All applican...
Hiring Now School Based Speech Language Pathologist (SLP) in Oak Brook, IL
Soliant seeks a motivated SLP for a school-based position in Oak Brook, Illinois. You'll work with students to enhance speech and language skills for the uping school year. For more details on this opening, contact. ...
Investment Consultant - Oak Brook, IL
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network atthe ground floor. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role. What you have ...
Investment Consultant - Orland Park, IL
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role. Our employees...
Investment Consultant - Oak Brook, IL - Charles Schwab
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network atthe ground floor. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role. What you have ...
Contract Recruiter (Onsite Oak Brook, IL)
Contract Recruiter (Onsite-Oak Brook, IL). Our mills in Rumford, Maine and Biron Wisconsin are integrated paper & pulp facilities, and our mill in Fairmont, West Virginia is one of only three in the world that produces air-dried, recycled pulp. Adaptability – be fluid with ND Paper’s continuous ...
Wealth Management Associate - Retirement Benefits Group - IL, Oak Brook (3465)
Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Your primary focus will be providing financial products and services, as well a...
Sales Associate - Oak Brook, IL
We are currently searching for Seasonal Sales Associates to join the Oakbrook Center Retail Store team. Sales Associates Responsibilities include:. Demonstrate ability to genuinely interact with customers to show passion, knowledge, dedication, and commitment in getting customers to enjoy the restor...
Workplace Financial Consultant - Chicago, IL
This role requires you to live in the Greater Chicago, IL area, as you will be on the local client campus 4-5 days a week. Effectively creating the best possible customer experience for the participant and plan sponsor while meeting the client’s broad range of investment needs. The Personal Investin...