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Investment Consultant: Growth Path to Financial Advisor

Job in Bend, Deschutes County, Oregon, 97707, USA
Listing for: Charles Schwab Corporation
Full Time position
Listed on 2026-08-20
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below

Charles Schwab Corporation in Bend, OR is hiring an Investment Consultant (IC) to help clients take ownership of their financial futures. You will develop core consulting skills through proactive outreach, needs-based conversations, and solution positioning, learning from experienced Financial Consultants who coach and mentor you.

The role emphasizes curiosity, effort, and coachability, with a clear path to becoming a Financial Consultant and opportunities across service and support teams.

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