New Client Investment Consultant

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!

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.

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.