Investment Consultant: Client Advisory & Growth Path

Charles Schwab Corporation; Marco Island (FL); On-site; USD 55,000 - 90,000; Full time

Job summary

Charles Schwab Corporation in the United States seeks an Investment Consultant (IC) in our Branch Network to develop core consulting skills through proactive client outreach and needs-based conversations, learning alongside experienced Financial Consultants who provide coaching and feedback.

You will apply active listening, build relationships, manage competing priorities, and demonstrate resilience while pursuing individual and team goals in a client-first culture.

Qualifications

• A valid and active FINRA Series 7 license is required.
• Current or imminent FINRA Series 66 (63/65) license and Life & Health Insurance licenses are required.
• Experience in financial services or a client-facing, sales or advisory environment is preferred.

Responsibilities

• Apply active listening and thoughtful questioning to align solutions to client goals
• Build relationship management skills through timely, accurate, client-focused support
• Manage priorities effectively across outreach, follow-up, and administrative work
• Demonstrate resilience and motivation in achieving individual and team goals
• Collaborate with Financial Consultants and branch leaders to enhance client experience
• Take ownership of your learning, results, and professional growth

Skills

Active listening

Questioning techniques

Relationship building

Time management

Communication skills

Sales orientation

Education

FINRA Series 7 license

FINRA Series 66 license

Life & Health Insurance license

Job description

Charles Schwab Corporation in the United States seeks an Investment Consultant (IC) in our Branch Network to develop core consulting skills through proactive client outreach and needs-based conversations, learning alongside experienced Financial Consultants who provide coaching and feedback.

You will apply active listening, build relationships, manage competing priorities, and demonstrate resilience while pursuing individual and team goals in a client-first culture.