About this opportunity
Quontic Bank lists this Investment Consultant opportunity in san diego, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Highlights
Title : Investment Consultant
Type : Full Time
Experience : 2 Years
Function : Retailing
Location : San Diego, CA, United States
Company : Charles Schwab
Company Profile
Charles Schwab is a leading U.S. brokerage and financial services company. It offers investing, banking, and wealth management solutions to individuals and institutions.
Job Profile
The company is searching for an Investment Consultant to join its team.
Education Level
Bachelor’s Degree or equivalent work-related experience
Work Experience
Minimum 2 years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship-building experience
License/Certification
A valid and active Series 7 license (required)
A valid and active Series 66 (63/65) license is required (may be obtained within a 120-day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within 120 days of employment)
Certified Financial Planner (CFP) certification (preferred)
Duties/Responsibilities
Build a foundation for a future role as a Financial Consultant.
Collaborate and receive mentorship to improve service delivery.
Learn and grow within Schwab’s Branch Network.
Make proactive, outbound calls to existing Schwab clients.
Observe and learn from experienced Financial Consultants.
Perform needs-based analysis to uncover client opportunities.
Recommend appropriate financial products and solutions.
Skills/Knowledge/Abilities
Analytical thinking
Financial product knowledge
Sales and client outreach ability
Strong communication skills
Team collaboration
Working Conditions
Fast-paced, client-driven environment
Office or branch-based setting
Phone and computer-focused work
Professional dress and conduct
Regular business hours
Benefits/Perks
401(k) with company match and Employee stock purchase plan
Health, dental, and vision insurance
Paid parental leave and family building benefits
Paid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
Tuition reimbursement
Employer’s Statement
Charles Schwab is an Equal Opportunity Employer.
#J-18808-Ljbffr
Worksite address
san diego, CA, 92189, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.