Charles Schwab · 1 day ago
New Client Investment Consultant - Phoenix, AZ (South Mountain)
Phoenix, AZ
Full-time
Hybrid
Entry, Mid Level
2+ years expCharles Schwab is a leading financial services company that empowers its employees to make an impact on their careers. The New Client Investment Consultant on the Prospect Conversion Team is responsible for engaging with prospects and new retail clients, identifying business development opportunities, and providing exceptional service to ensure a seamless integration into Schwab's offerings.
Financial Services
Responsibilities
Proactively engaging with prospects/new to retail clients through various channels including, but not limited to: Inbound/outbound calls, referrals from retail partners, and email
Identifying business development opportunities through needs-based discovery and then effectively positions appropriate products and solutions
Being individually motivated, competitive, and demonstrates an entrepreneurial mindset to maximize your impact on clients and the firm
Balancing multiple priorities with a focus on engaging with as many prospects as possible while maintaining the highest quality standards
Determining and understanding client goals/objectives and positions suitable offerings based upon individual needs and referring to a branch Financial Consultant when appropriate
Influencing – shaping the client’s opinions and actions in a manner that gains their trust and confidence
Consistently delivering unparalleled value and superior service
Qualification
Required
Active and valid FINRA Series 7 license
Active and valid FINRA Series 66 (63/65) license (may be obtained within a 120 day condition of employment)
Preferred
Bachelor's degree or equivalent work related experience
Minimum of 2 years in financial services
Business development experience
Excellent written and oral communication skills
Knowledge of Schwab's products and services
Attention to detail, ability to prioritize effectively and work with minimal supervision
Benefits
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
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 StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
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