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Investment Consultant- Denver, CO (Denver Tech Center)

Charles Schwab
Posted 12 hours ago, valid for 2 years
Location

Denver, CO 80259, US

Salary

$96,000 - $115,200 per annum

info
Contract type

Full Time

Health Insurance
Life Insurance
Tuition Reimbursement

By applying, a Charles Schwab account will be created for you. Charles Schwab's will apply.

Sonic Summary

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  • The Investment Consultant (IC) position at Schwab is an entry-level role that serves as a pathway to becoming a Financial Consultant.
  • Candidates are required to have a valid Series 7 and Series 66 license, along with a Life and Health Insurance license, which can be obtained through employment.
  • The preferred qualifications include at least 2 years of experience in the financial services industry and a strong desire to build client relationships.
  • The role offers a competitive salary and comprehensive benefits, including a 401(k) plan, paid time off, and tuition reimbursement.
  • This position provides the opportunity for professional growth within Schwab's supportive culture, emphasizing personal and career development.
Position Type: Regular

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

 


What’s in it for you

At 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.

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 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




Learn more about this Employer on their Career Site

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By applying, a Charles Schwab account will be created for you. Charles Schwab's will apply.