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 - 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 ...
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 - 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 Speech Language Pathologist (SLP) - $2,958 to $3,148 per week in Oak Brook, IL
AlliedTravelCareers is working with Host Healthcare to find a qualified Speech Language Pathologist (SLP) 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 ap...
Travel Cath Lab Tech - $3,057 per week in Oak Brook, IL
You must be licensed in the state of IL. Top Compensation Packages tailored to meet your needs. Medical, Dental, Vision Insurance: Your medical benefits available for only $10/week. Licensure and Credential Reimbursements available. ...
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...
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...
Travel Cath Lab Tech - $3,057 per week in Oak Brook, IL
AlliedTravelCareers is working with AHS MedStat to find a qualified Cath Lab Tech in Oak Brook, Illinois, 60453!. Our goal is to build long-term relationships through honesty and integrity while helping each candidate meet their individual career goals. You must be licensed in the state of IL. Top C...
Senior Project Manager - Commercial and Healthcare Construction - Oak Brook IL
Timely final subcontractor reconciliation and billing, punchlist and all final closeout. Multi-tasking with a sense of urgency while maintaining strong attention to detail and accuracy is crucial. Develop detailed construction budgets. Develop construction schedules including milestones, duration's ...
Financial Consultant - Gold Coast, IL
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility. Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions. Work...