Investment Consultant: Fast-Track to Financial Advisor

Charles Schwab; Dublin (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in the Branch Network is seeking an Investment Consultant to begin a career path toward becoming a Financial Consultant. You’ll hone core consulting skills through proactive client outreach, needs-based conversations, and solution positioning, learning from experienced mentors.

This role emphasizes initiative, coachability, and hands-on experience. You’ll gain exposure to client relationships, branch operations, and ongoing development through Schwab's training programs and

Qualifications

• FINRA Series 7 license (active) is required.
• Series 66 (63/65) license and Life & Health Insurance are required for this role.
• Relevant experience in financial services or a client-facing, sales, or advisory environment 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 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 learning, results, and professional growth.

Skills

Motivation

Adaptability

Time management

Influencing others

Entrepreneurial orientation

Job description

Charles Schwab in the Branch Network is seeking an Investment Consultant to begin a career path toward becoming a Financial Consultant. You’ll hone core consulting skills through proactive client outreach, needs-based conversations, and solution positioning, learning from experienced mentors.

This role emphasizes initiative, coachability, and hands-on experience. You’ll gain exposure to client relationships, branch operations, and ongoing development through Schwab's training programs and