Charles Schwab Investment Consultant - Investor Development - Phoenix, AZ in Phoenix, Arizona


Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215

Michelle Lynn Huber


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The purpose of Schwab Acquisition Delivery is to bring new clients to the firm and to deepen the relationship with existing clients. This team’s focus is to ensure that every client experiences the very best Schwab has to offer. The Acquisition Team focuses on retail prospects and client lead opportunities through outbound and inbound interactions with the goal of establishing a new client relationship.

To learn more about our client offerings visit: Charles Schwab - Investor Services at

What you’ll do:

The Investment Consultant proactively works with potential clients to address their financial needs and to help them achieve financial fitness. The consultant engages prospects in needs-based dialogue to gain a thorough understanding of their needs and to position the appropriate Schwab products and services. The consultant reaches out to prospects primarily through outbound calling but also communicates with clients via inbound calls, emails, faxes and hard copy correspondence.

The consultant balances multiple priorities and focuses on touching as many prospects as possible with the highest quality as possible. Consultants will follow up on lead opportunities created by internal partners, the Schwab website and outbound calling campaigns in order to convert prospects into clients, consolidate assets, open new accounts and increase client engagement by proposing appropriate products and services.

To learn more about the culture at Schwab, click here to meet our people at

What you have:

  • Minimum of 2 years in financial services experience required.

  • Proven success with needs based selling.

  • Attention to detail, ability to prioritize effectively and work with minimal supervision is important.

  • Excellent written and oral communication.

  • Bachelors Degree or equivalent experience required

  • Excellent attention to detail. Basic PC skills, including working knowledge of Windows, spreadsheet and word processing applications required.

  • Excellent working knowledge of Schwab's retail products and services. Must know the features and benefits of all products and services in our offer spectrum (have the ability/desire to learn).

  • Active and valid FINRA Series 7

  • Active and valid FINRA Series 66 (63/65) may be obtained within 120 days of employment

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: FINRA Series 66, FINRA Series 63, FINRA Series 7, FINRA Series 65

Relevant Work Experience: Business Development and Sales-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs

Position Located In: AZ - Phoenix

Education: BA/BS

Job Type: Full Time

Category:Financial Consultant

Activation Date: Monday, September 11, 2017

Expiration Date: Thursday, October 12, 2017

Apply Here