Investment Consultant - Orlando, FL
Company: Charles Schwab
Posted on: March 19, 2023
Position Type: Regular
Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals 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: Charles Schwab - Investor Services.What you are good at
Building 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.
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.What you have
We 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)
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.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.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.TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.
Position Type: Regular
Keywords: Charles Schwab, Orlando , Investment Consultant - Orlando, FL, Professions , Orlando, Florida
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