Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network atthe ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’llobserve our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.

What you have

Required Qualifications:

• A valid and active Series 7 license isrequired(license may be obtained under a condition of employment through Branch Network Licensing Program)

• A valid and active Series 66 (63/65) licenserequired(license(s) may be obtained under a condition of employment)

• A valid and active Life and Health Insurance license isrequired(may be obtained under a condition of employment)

Preferred Qualifications:

• 2 years of experience in the financial services industry

• Ability toleverageBusiness development experience

• Passion for gainingknowledge of brokerage/banking products and services

• Openness to build strong client relationships

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.