Investment Consultant: Path to Financial Consultant

Charles Schwab Corporation

Upland (CA)

On-site

USD 65,000 - 90,000

Full time

8 days ago

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Benefits offered by this job

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Job summary

Charles Schwab Corporation in the United States is seeking an Investment Consultant (IC) in our Branch Network. You will develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning while learning alongside experienced Financial Consultants.

This role offers a clear path to becoming a Financial Consultant, with hands-on training, mentorship, and opportunities to grow client relationships and business development skills in a supportive,

Qualifications

FINRA Series 7 license required and active.
Series 66 (63/65) license and Life & Health Insurance licenses required or in process.
Experience in financial services or client-facing, sales, or advisory environment preferred.

Responsibilities

Conduct proactive client outreach to identify needs and opportunities.
Engage in needs-based conversations and position appropriate financial solutions.
Collaborate with Financial Consultants and branch leaders to enhance client experience.
Own learning and development through ongoing training and mentorship.

Skills

Active listening

Questioning

Relationship management

Time management

Resilience

Collaboration

Coaching/Mentoring

Ownership

Adaptability

Influencing

Entrepreneurial mindset

Education

FINRA Series 7 license

FINRA Series 66 license

Life & Health Insurance license

Job description

This role offers a clear path to becoming a Financial Consultant, with hands-on training, mentorship, and opportunities to grow client relationships and business development skills in a supportive,

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