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Investment Consultant - Huntington, NY

Company: Charles Schwab
Location: Freeport
Posted on: November 26, 2022

Job Description:

Position Type: RegularYour OpportunityOur 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 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 meet our people.--- -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 experience

Keywords: Charles Schwab, Freeport , Investment Consultant - Huntington, NY, Professions , Freeport, New York

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