Investment Consultant: Path to Financial Advisor

Charles Schwab; Metairie (LA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

401(k) with company match and Employee

stock purchase plan

Paid time for vacation, volunteering,

and 28-day sabbatical after every 5 y

tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Metairie, LA is hiring an Investment Consultant (IC) in Schwab’s Branch Network. You will begin with Wealth Management University, then hands-on training and mentorship in your branch, guided by your manager and mentors to align with your goals.

The role builds core consulting skills through proactive client outreach, needs-based conversations, and solution positioning while learning alongside experienced Financial Consultants who provide coaching and feedback.

Qualifications

• Active FINRA Series 7 license is required.
• Current or pending FINRA Series 66 (63/65) license and Life & Health Insurance licenses are required.
• Experience in financial services or similar 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 with timely, client-focused support.
• Manage priorities across outreach, follow-up, and administrative work.
• Demonstrate resilience and motivation to achieve 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

Education

FINRA Series 7 license

FINRA Series 66 license (63/65) and Life & Health Insurance licenses

Job description

Charles Schwab in Metairie, LA is hiring an Investment Consultant (IC) in Schwab’s Branch Network. You will begin with Wealth Management University, then hands-on training and mentorship in your branch, guided by your manager and mentors to align with your goals.

The role builds core consulting skills through proactive client outreach, needs-based conversations, and solution positioning while learning alongside experienced Financial Consultants who provide coaching and feedback.