Charles Schwab is seeking professionals to join its Investor Services organization, which provides financial advice and counsel to individuals and families. The organization focuses on a broad range of needs, including retirement, education, investment management, estate planning, and lending.
What Skills Are Required?
The role prioritizes high performance and quality service. Candidates must possess a bachelor’s degree or equivalent experience. A Series 7 license is required, and a Series 66 (or its components, 63/65) and a Life and Health Insurance license may be obtained within 120 days of employment.
While not required, a Certified Financial Planner (CFP) certification is preferred. A minimum of two years of experience in the financial services industry is necessary, with financial business development experience being highly valued. Strong client relationship building skills and knowledge of brokerage and banking products are also essential.
What Benefits Are Offered?
Schwab emphasizes employee growth through meaningful operate and a collaborative culture. The company offers a competitive benefits package, including a 401(k) with a company match, an employee stock purchase plan, and paid time off for vacation and volunteering.
Eligible employees can also grab advantage of a 28-day sabbatical after five years of service, paid parental leave, family building benefits, and tuition reimbursement. Health, dental, and vision insurance are also provided.
Frequently Asked Questions
What services does the Investor Services organization provide?
The Investor Services organization provides advice and counsel to individuals and families regarding retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.
Are all licenses required on day one?
No, a Series 66 (63/65) license and a Life and Health Insurance license may be obtained within 120 days of employment.
What level of experience is required?
A minimum of two years of experience in the financial services industry is required, and financial business development experience is highly preferred.
As financial needs evolve, how might Schwab adapt its services to best serve its clients?
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