Full-Time
Investment Consultant
ID
Charles Schwab
10,001+ employees
No salary listed
Junior, Mid
Boise, ID, USA
- 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)
- Learn what it takes to 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
- 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 Size
10,001+
Company Stage
IPO
Headquarters
San Francisco, California
Founded
1973
Simplify's Take
What believers are saying
- Schwab's digital asset expansion taps into growing cryptocurrency interest.
- Wealth.com investment aligns with rising demand for digital estate planning.
- 24/5 trading expansion meets modern traders' needs and increases client engagement.
What critics are saying
- TD Bank's stake sale may affect investor confidence in Schwab.
- Increased competition from TXSE could attract clients away from Schwab.
- Bernie Clark's retirement may lead to leadership challenges in the RIA program.
What makes Charles Schwab unique
- Schwab's RIA program supports independent advisors with tailored services.
- Investment in Wealth.com enhances Schwab's estate planning capabilities.
- 24/5 trading access positions Schwab as a leader in modern trading.
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Benefits
Professional Development Budget
Company News
Schwab launches RIA program for independent advisors.
WESTLAKE, Texas--(BUSINESS WIRE)-- The Charles Schwab Corporation today announced it has made a minority investment in Wealth.com, the #1 rated estate planning platform in wealth...
Charles Schwab's Expansion into Digital Assets:Financial services firm Charles Schwab has appointed Joe Vietri as the new head of digital assets, aiming to broaden its cryptocurrency offerings.
Charles Schwab, a leader in investing and trading with $10.10 trillion in total client assets that facilitates approximately six million daily average trades globally, today announced the launch of broad access to an expanded range of securities in the overnight trading session following a series of successful pilots at the end of 2024. Now, all Schwab clients globally can trade an expanded list of securities including the S&P 500 and Nasdaq-100 stocks 24 hours a day, five days a week (24/5), via the thinkorswim® platform suite.Ameritrade, which was acquired by Schwab in 2020, pioneered 24/5 trading in 2018 as the first U.S. retail broker-dealer to make it available to traders. Schwab began piloting expanded overnight access with a small group of clients in November 2024 and has gradually expanded the reach in the intervening months in preparation for broad availability.James Kostulias, Managing Director and Head of Trading Services at Charles Schwab, said: “We are proud to have been at the forefront of overnight trading several years ago and that we are continuing to evolve and enhance our capabilities and platforms to meet the needs of today’s modern traders.“Each day, Schwab facilitates about twice the trades of any competitor that shares that figure publicly, and we know that expanding access to overnight trading to our millions of clients is a significant milestone not just for Schwab, but for our industry. In consideration of Schwab’s leadership position and our ‘through clients’ eyes’ strategy, we have worked hard to combine the power of our world-class trading platforms, specialised 24-hour service and support, and tailored education to deliver an overnight trading experience that reflects the unique dynamics and potential risks this offering can present, while empowering clients to trade in the ways that suit them and their lifestyle best.”Insights from Schwab’s recent 24/5 expansion pilotDuring the expanded 24/5 pilot period, which ran from November 2024 through January 2025, a small group of clients were able to trade between the hours of 01:00-09:00 GMT/20:00-04:00 ET. The most active trading hours of the overnight session were the first and last, between 01:00-02:00 GMT/20:00-21:00 ET and 08:00-09:00 GMT/03:00-04:00 ET.The stocks Schwab clients most actively bought, sold, or both during the pilot were:Tesla Inc
TD Bank is reportedly selling its 10.1% stake in investment firm Charles Schwab. That’s according to a report Monday (Feb. 10) by The Wall Street Journal