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For Companies At a Glance
- Tasks: Engage with clients, analyse needs, and recommend financial solutions.
- Company: Join Schwab, a leader in transforming the finance industry with innovative ideas.
- Benefits: Enjoy potential bonuses, mentorship, and opportunities for professional growth.
- Why this job: Kickstart your finance career with hands-on experience and support from seasoned professionals.
- Qualifications: Must have or be willing to obtain Series 7, Series 66, and Life & Health Insurance licenses.
- Other info: This role is perfect for those eager to learn and build client relationships.
The predicted salary is between 36000 - 60000 ÂŁ per year.
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)
- 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
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Investment Consultant - Hingham, MA employer: Charles Schwab Corporation
Contact Detail:
Charles Schwab Corporation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Consultant - Hingham, MA
✨Tip Number 1
Familiarise yourself with Schwab's values and mission. Understanding their approach to client service and innovation will help you align your answers during interviews, showcasing that you're a great fit for their culture.
✨Tip Number 2
Network with current or former employees of Schwab. They can provide valuable insights into the company culture and the specific expectations for the Investment Consultant role, which can give you an edge in your application process.
✨Tip Number 3
Stay updated on the latest trends in the financial services industry. Being knowledgeable about current market conditions and investment strategies will not only impress during interviews but also demonstrate your commitment to the field.
✨Tip Number 4
Prepare to discuss your experience with client relationships and business development. Highlighting specific examples of how you've successfully built rapport and identified client needs will show that you have the skills necessary for the Investment Consultant position.
We think you need these skills to ace Investment Consultant - Hingham, MA
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Investment Consultant position at Schwab. Familiarise yourself with the skills needed, such as business development and client relationship building.
Highlight Relevant Experience: In your CV and cover letter, emphasise any relevant experience in the financial services industry. If you have worked in roles that required proactive client engagement or product positioning, make sure to showcase these experiences.
Showcase Your Licenses: Since a valid Series 7, Series 66, and Life and Health Insurance license are required, clearly state your current licenses in your application. If you are in the process of obtaining them, mention this as well.
Craft a Compelling Cover Letter: Write a tailored cover letter that reflects your passion for the finance industry and your eagerness to learn and grow within Schwab. Use specific examples to demonstrate how your background aligns with the role and the company’s values.
How to prepare for a job interview at Charles Schwab Corporation
✨Know Your Licences
Make sure you are familiar with the Series 7, Series 66, and Life and Health Insurance licences. Be prepared to discuss how you plan to obtain these if you don't already have them, as this shows your commitment to the role.
✨Demonstrate Your Industry Knowledge
Brush up on current trends in the financial services industry. Being able to discuss recent developments or challenges will show that you are engaged and knowledgeable, which is crucial for an Investment Consultant.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built strong client relationships in the past. This could be through previous roles or even personal experiences. Highlighting your ability to connect with clients will be key in this role.
✨Ask Insightful Questions
Prepare thoughtful questions about Schwab's approach to client service and business development. This not only shows your interest in the company but also your eagerness to learn and grow within the role.
