Investment Consultant

Possess broad and extensive knowledge of all Schwab products and services. Demonstrate a high level of productivity, quality of conversation, and professional behaviors in order to meet or exceed sales goals. Handle calls associated with national marketing and advertising campaigns. Handle warm transfers from client facing teams from new, prospective, and existing clients looking to consolidate additional assets and open new accounts. Proactive outreach to prospective & new clients with the goal of building relationships, providing solutions and consolidating assets to Schwab. Discuss investment solutions including Advice solutions and Managed Account products that are suitable for clients based on their needs and preferences. Promote and support branches and national branches to ensure industry-leading client experiences, helping them grow their practices and create net client promoters.

According to JobzMall, the average salary range for a Investment Consultant in 355 S Grand Ave, Los Angeles, CA 90071, USA is between $51,878 and $108,812 per year. The salary range is dependent upon the experience, qualifications, and skills of the individual.

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.