Investment Consultant: Path to Financial Advisor

Charles Schwab Corporation; Bend (OR); On-site; USD 55,000 - 85,000; Full time

Job summary

Charles Schwab Corporation is seeking an Investment Consultant to support clients in our Bend, Oregon branch. You will learn to assess client needs, present suitable solutions, and collaborate with Financial Consultants to grow client relationships.

Success requires curiosity, initiative, and coachability, plus active FINRA licenses and a commitment to ongoing professional development through Wealth Management University and on‑the‑job mentoring.

Qualifications

• A valid and active FINRA Series 7 license required.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.

Skills

Motivation

Adaptability

Time management

Ownership

Persistence

Drive

Entrepreneurial mindset

Influencing others

FINRA Series 7 license

FINRA Series 66 license

Job description

Charles Schwab Corporation is seeking an Investment Consultant to support clients in our Bend, Oregon branch. You will learn to assess client needs, present suitable solutions, and collaborate with Financial Consultants to grow client relationships.

Success requires curiosity, initiative, and coachability, plus active FINRA licenses and a commitment to ongoing professional development through Wealth Management University and on‑the‑job mentoring.