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Charles Schwab is seeking an Investment Consultant for their Carmel, IN location, offering a pathway to advance in the financial consulting field. The role emphasizes proactive client engagement and requires specific licenses, with a strong focus on professional development and collaboration within a supportive culture.
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Job Summary
This role serves as the first step towards becoming a Financial Consultant by providing exposure to building a book of business.
Candidates will learn to uncover opportunities through proactive outreach and needs-based analysis while observing skilled mentors.
The position offers a competitive benefits package including 401(k) matching, tuition reimbursement, and a 28-day sabbatical after five years.
Matching Summary
Match Score: 75
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Charles Schwab is seeking an Investment Consultant for their Carmel, IN location, offering a pathway to advance in the financial consulting field. The role emphasizes proactive client engagement and requires specific licenses, with a strong focus on professional development and collaboration within a supportive culture.
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Salary
Base: $24.66 - $43.17 per hour; Bonus/Equity: Eligible for bonus or incentive opportunities; Benefits: 401(k) match, stock purchase plan, health insurance, paid time off
Skills & Requirements
Must-have
Proactive outbound calls to clients
Needs-based analysis of client portfolios
Positioning brokerage products and solutions
Nice-to-have
Passion for gaining knowledge of banking products
Openness to build strong client relationships
Business development experience in financial services