Full-Time

Senior Workplace Investment Consultant

Confirmed live in the last 24 hours

Charles Schwab

Charles Schwab

Senior

No H1B Sponsorship

London, UK

This role is only available for those who currently have the right to live and work in the UK. Relocation/sponsorship not available.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking

You match the following Charles Schwab's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • A bachelor’s degree or equivalent (business, economics or finance preferred)
  • Experience at direct financial sales or the delivery of financial advice a necessity
  • Series 7 is a requirement of the role but can be obtained within 6 months of employment.
Responsibilities
  • Acting as the corporate sponsor’s primary local contact for Schwab
  • Answering in-the-moment questions and providing point-in-time guidance
  • Offering suitable investment solutions to clients
  • Managing multiple relationships with corporate and individual clients
  • Overseeing (and delivering) a program of virtual and in-person educational events for retail clients
Desired Qualifications
  • Financial qualifications preferred – IMC, IAD, PCIAM, CFP or CFA
  • Strong communication and interpersonal skills
  • Experience, comfort, and confidence presenting to groups of various sizes
  • A comprehensive understanding of wealth management issues such as investment planning, insurance planning, retirement planning, equity compensation, deferred compensation, education and family wealth planning, and estate planning
  • Openness to adapt to the corporate culture of the partner firm
  • Ability to influence executive leaders, peers, and client decision makers
  • A solid understanding of corporate sponsor and consultant relationships

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A