Investment Consultant — Path to Financial Consultant

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

Benefits offered by this job

Bonus and incentive opportunities

Job summary

Charles Schwab Corporation in the United States is seeking an Investment Consultant (IC) to begin a path toward becoming a Financial Consultant. You’ll learn through hands-on training, engage in proactive client outreach, and use needs-based conversations to position solutions in a collaborative, client-first environment.

You’ll develop core consulting skills with guidance from seasoned Financial Consultants, mentors, and branch leaders, while growing your knowledge of wealth management and

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.

Skills

Active listening

Questioning

Relationship management

Time management

Influencing others

Entrepreneurial orientation

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance license

Job description

Charles Schwab Corporation in the United States is seeking an Investment Consultant (IC) to begin a path toward becoming a Financial Consultant. You’ll learn through hands-on training, engage in proactive client outreach, and use needs-based conversations to position solutions in a collaborative, client-first environment.

You’ll develop core consulting skills with guidance from seasoned Financial Consultants, mentors, and branch leaders, while growing your knowledge of wealth management and