Your 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 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.
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.
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
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
You will be required to register and to submit to the required SAFE Act background check and registration process
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams.
Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits : A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home today and in the future.
Investment Consultant - Jackson, MS
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. ...
Investment Consultant - Jackson, MS
If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwabs Investment Consultant role. ...
Investment Consultant - Jackson, MS
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. The first for...
Investment Consultant - Jackson, MS
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. The first for...
Investment Consultant - Jackson, MS - Charles Schwab
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. The first for...
Investment Consultant - Jackson, MS
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. The first for...
Loss Control Consultant Commercial Insurance – Independent Contractor- Jackson / Hattiesburg, MS.
Loss Control Consultant Commercial Insurance – Independent Contractor- Jackson / Hattiesburg, MS. Hattiesburg, MS, USA ● Jackson, MS, USA Req #26855 Thursday, August 29, 2024. EXL’s consultants deliver industry-leading professionalism, quality and turn-around time, and our innovative solutions help ...
Technical Sales Rep - Rheology (Jackson, MS) 1675
Your location is ideally near Jackson, MS, Birmingham, AL or New Orleans. As a key member of the Southern Region sales team, you will drive business growth in rheology methods within your territory of AL,MS,LA and AR. ...
Join Pickle Jam Salsa Kitchen as a Remote Vendor Booth Consultant- Jackson, MS
Join Pickle Jam Salsa Kitchen as a Remote Vendor Booth Consultant. This remote position offers flexibility and the chance to work on your terms while showcasing our delicious products. ...
Sales Consultant - Jackson, MS - ONC
As Sales Consultant, you will actively expand the business while providing support to existing business within our focused market. Should spend 85% of their time calling on physician offices and 15% of their time working with established cancer genetics programs. BS degree and 2 years of medical sal...