Welcome page Returning Candidate? Log in Investment Consultant - Leawood, KS Job Locations US-KS-Leawood Requisition ID 2025-107556 Posted Date 19 hours ago(2/6/2025 2:44 PM) Category Retail Branch Salary Range USD $21.59 - $41.25 / Hour Application deadline 2/14/2025 Position Type Full time Your Opportunity

Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.

 

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

What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

Bachelor’s degree or equivalent work-related experienceA valid and active Series 7 license requiredA valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)Certified Financial Planner (CFP) certification is preferredMinimum of two years of experience in the financial services industry (required)Financial business development experience (highly preferred)Knowledge of brokerage/banking products and servicesStrong client relationship building experience

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process

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Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

 

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.   Application FAQs

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