Investment Consultant - Leesburg, VA
Company: Charles Schwab
Location: Leesburg
Posted on: May 21, 2023
Job Description:
Your OpportunityOur branch network is part of the broader
Investor Services organization and is primarily responsible for
providing advice and counsel toindividuals and families with their
financial needs, including retirement planning, educational
planning, investment management, estate planning, active investing,
managed banking, and lending needs.To learn more about our client
offerings visit:What you are good atBuilding strong, personal
relationships with our clients is a key component of Schwab's
business strategy. The Investment Consultant will pursue this
mission through:
- Proactive outbound calls to existing Schwab clients, finding
opportunities through needs based analysis and positioning
appropriate products and solutions. At times, partnering with
subject matter experts, peers and managers.
- Create initial relationship with walk-in clients and or
prospects to understand investment goals and objectives and
position various suitable offerings, based upon individual
needs.
- Identify and refer additional opportunities to Branch Financial
Consultants.
- Delivering unparalleled value and excellent service.We are
looking for people with a passion for helping clients.We value
integrity, open communication, perseverance, and continuous service
to our clients. If you want to work with a firm that is dynamic,
client centric and values your contributions by providing a
successful environment for outstanding financial rewards, consider
a career as an Investment Consultant at Charles Schwab.To learn
more about the culture at Schwab, click here to What you haveWe
place a premium on high performance, quality service and the
ability to execute the Schwab strategy. Essential skills include:
- 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)
- 2 years of experience in the financial services industry
preferred
- Business development experience highly preferred
- Knowledge of brokerage/banking products and services
- Strong client relationship building experiencePursuant 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.In addition to the salary range, this role is
also eligible for bonus or incentive opportunities.
Keywords: Charles Schwab, Leesburg , Investment Consultant - Leesburg, VA, Professions , Leesburg, Virginia
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