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Investment Consultant: Launch Path to Financial Advisory
Job in
Lexington, Fayette County, Kentucky, 40598, USA
Listed on 2026-06-22
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
Charles Schwab Corporation is looking for an Investment Consultant in Lexington, Kentucky. In this role, you will make proactive outbound calls to clients, uncovering business opportunities and learning from experienced Financial Consultants. This position offers a path to financial consulting and is essential for building a successful career in the finance industry.
The ideal candidate will need to obtain several licenses, including Series 7 and Series 66, while also having a passion for client relationships and brokerage products.
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