Investment Consultant - Lone Tree, CO (National Branch - Northeast I) jobs in United States
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Charles Schwab · 3 days ago

Investment Consultant - Lone Tree, CO (National Branch - Northeast I)

positionUS-CO-Lone Tree
timeFull-time
remoteOnsite
seniorityEntry Level
money$61K/yr - $96K/yr
date2+ years exp

Charles Schwab is a leading financial services company, and they are seeking an Investment Consultant to join their Branch Network. This role provides an opportunity to learn and grow, building a book of business through proactive outreach to clients and gaining valuable experience in financial consulting.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Learn and grow within the Branch Network at the ground floor
Build a book of business through proactive, outbound calls to existing Schwab clients
Uncover opportunities through needs-based analysis and positioning appropriate products and solutions
Observe skilled Financial Consultants and learn how to deliver unparalleled value and service through collaboration and mentoring

Qualification

Series 7 licenseSeries 66 licenseLifeHealth Insurance licenseFinancial services experienceBusiness development experienceBrokerage productsClient relationship building

Required

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)

Preferred

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

Company

Charles Schwab

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We have plans for every turn you take.
dateFounded in 1973
location
San Francisco, California, USA
people-size10001+ employees
web-link
https://www.schwab.com/

H1B Sponsorship

Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)

Funding

Current Stage
Late Stage

Leadership Team

J
Jim McGreevy
Senior Project Manager
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