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Investment Consultant: Path to Financial Advisory

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-07-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below
Position: Investment Consultant: Start Your Path to Financial Advisory

Charles Schwab in Cincinnati, Ohio is seeking an Investment Consultant to build a book of business and advance towards a Financial Consultant role. You'll leverage outbound calls and collaborate with experienced professionals, ensuring value through proactive engagement.

Successful candidates will have a Series 7, Series 66, and Life and Health Insurance licenses. This role promises growth in the financial consulting industry.

Competitive benefits are included, such as a 401(k) with a company match, tuition reimbursement, and paid leave for parental and volunteering purposes.

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