Investment Consultant: Start Your Path to Financial Consultant

Charles Schwab Corporation; Princeton (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

Charles Schwab Corporation in Princeton, NJ is seeking an Investment Consultant (IC) to help clients take ownership of their financial futures. In Schwab's Branch Network, you'll develop core consulting skills through proactive outreach, needs-based conversations, and solution positioning, learning from experienced Financial Consultants who provide coaching and feedback.

This role values curiosity, initiative, coachability, and strong relationship management.

Qualifications

• FINRA Series 7 license required
• Series 66 (63/65) license and Life & Health Insurance licenses required
• Relevant experience in financial services or client-facing sales/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 across outreach, follow-up, and administrative work
• Collaborate with branch teams to enhance client experience
• Support learning and development through mentorship and coaching

Skills

Motivation

Adaptability

Time management

Influencing others

Entrepreneurial orientation

Job description

Charles Schwab Corporation in Princeton, NJ is seeking an Investment Consultant (IC) to help clients take ownership of their financial futures. In Schwab's Branch Network, you'll develop core consulting skills through proactive outreach, needs-based conversations, and solution positioning, learning from experienced Financial Consultants who provide coaching and feedback.

This role values curiosity, initiative, coachability, and strong relationship management.