Charles Schwab

New Client Investment Consultant

Charles Schwab

Westlake, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We’re looking for a motivated, enthusiastic New Client Investment Consultant to join the team at Charles Schwab. As a New Client Investment Consultant, you will be responsible for helping clients define their long-term financial goals and developing tailored investment strategies to meet those goals. You will work with clients to ensure their portfolios are properly diversified and monitored.We’re looking for a candidate who is passionate about helping clients reach their financial goals and has a strong knowledge of investments, financial markets, and financial planning. An ideal candidate should have excellent interpersonal and communication skills, be highly organized, and have the ability to think analytically. The successful candidate must also hold a valid Series 7 license and a minimum of two years of experience as a financial advisor.If you’re an experienced financial advisor, who is excited to work with a team of professionals dedicated to helping clients achieve their financial objectives, then this is the perfect opportunity for you!

Where is this job?
This job is located at Westlake, TX, USA
Job Qualifications
  • Strong Analytical Skills

  • Bachelor's Degree In Finance Or Related Field

  • Ability To Multitask And Prioritize

  • Excellent Interpersonal Communication Skills

  • Knowledge Of Securities And Investments

  • Proficiency In Ms Office

  • Financial Planning Experience

  • Licensure As A Certified Financial Planner (Cfp)

Required Skills
  • Risk Management

  • Research

  • Networking

  • Data Analysis

  • Negotiation

  • Financial Modeling

  • Technical skills

  • Presentation

  • Compliance

  • Portfolio Management

  • Trading

  • Client Relations

  • Investment Analysis

  • Regulatory Knowledge

  • Market Knowledge

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Creativity.

Compensation

According to JobzMall, the average salary range for a New Client Investment Consultant in Westlake, TX, USA is between $43,000 and $73,000 per year. This range can vary depending on the individual's experience and qualifications.

Additional Information
Charles Schwab is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 4th, 2023
Apply BeforeJune 21st, 2025
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About Charles Schwab

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.

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