Investment Consultant: Path to Financial Advisor

Charles Schwab Corporation; Birmingham (MI); On-site; USD 60,000 - 90,000; Full time

Job summary

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

This role emphasizes curiosity, effort, and coachability, with opportunities to grow into a Financial Consultant.

Qualifications

• FINRA Series 7 license is required.
• Currently hold or obtain FINRA Series 66 (63/65) license and Life & Health Insurance, both required.
• Relevant experience in financial services or 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

Skills

Motivation

Adaptability

Time Management

Influencing Others

Entrepreneurial Orientation

Job description

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

This role emphasizes curiosity, effort, and coachability, with opportunities to grow into a Financial Consultant.