Investment Consultant: Grow into Financial Consultant

Charles Schwab Corporation; Dublin (OH); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Schwab Training and Development

Wealth Management University

Bonus and incentive opportunities

Job summary

Charles Schwab Corporation in Dublin, OH is hiring an Investment Consultant (IC) in our Branch Network to develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning while learning alongside experienced Financial Consultants. The role emphasizes active listening, relationship management, time management, and collaboration with branch leaders.

The program offers hands-on training, mentorship, and a clear path to a Financial Consultant

Qualifications

• A valid and active FINRA Series 7 license required
• Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role.
• Relevant experience in financial services or a similar 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 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
• Take initiative to learn and grow through hands-on experience

Skills

Motivation

Adaptability

Time Management

Influencing Others

Entrepreneurial Orientation

Job description

Charles Schwab Corporation in Dublin, OH is hiring an Investment Consultant (IC) in our Branch Network to develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning while learning alongside experienced Financial Consultants. The role emphasizes active listening, relationship management, time management, and collaboration with branch leaders.

The program offers hands-on training, mentorship, and a clear path to a Financial Consultant