Investment Consultant - Denver, CO; Denver

Position: Investment Consultant - Denver, CO (Downtown Denver)
Position Type:  Regular
Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
As an Investment Consultant   (IC)   at Schwab, you   have the opportunity to   learn   and grow within our Branch Network   at   the ground floor.
The first foray int  o the path towards becoming a Financial Consultant   (FC)   at Schwab, the IC   role provides   the exposure and experience required to advance   in   this challenging   space. You'l  l learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients,   uncovering   opportunities   through needs-based analysis and positioning appropriate products and solutions.

You'll   observe our skilled FCs and learn how to   deliver unparalleled value and service through collaboration and mentoring.
If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.

What you have

Required Qualifications:

A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)

Preferred Qualifications:

2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining   knowledge of brokerage/banking products and services
Openness to build strong client relationships

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What's in it for you  At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance