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. The first fora...
Investment Consultant - Oak Brook, IL
If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwabs Investment Consultant role. Paid parental leave and family building benefits. Openness to build strong client relationships. At Schwab, were committed to empowering our employe...
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. The first fora...
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. The first fora...
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...
Customer Experience Associate (Hybrid in Oak Brook, IL)
Oakbrook Center - Oak Brook, IL. It will require a schedule with flexibility to work one day a week onsite at your designated Retail store and four days of remote customer service shifts. Bilingual/multilingual skills preferred. This position combines in-store customer experience responsibilities wi...
Evening - Floor Stocker - Oak Brook, IL
Oakbrook Center Retail Store team. They will also process returned merchandise based on assigned disposition. Support all other operations business needs such as utility, and customer carry outs on a regular basis. Maintain a clean, organized work space, and assist with the daily upkeep/recycling ef...
Senior Consultant - Technical Implementation / Java, Kafka, .Net / RDBMS - Investment Software - Charles River Development - AVP
Excellent communication skills (verbal and written); good interpersonal skills; ability to gather and understand requirements in the financial sector; solid client interaction skills. As a Senior Consultant will be an integral player of the Charles River implementation team. We provide investment se...
Staff Accountant (Hybrid-Oak Brook, IL)
We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA, and WV. Strong planning and organizational skills combined with task and time...
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 ...