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Investment Consultant: Path to Financial Consultant
Job in
Lexington, Fayette County, Kentucky, 40598, USA
Listed on 2026-06-23
Listing for:
Charles Schwab
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Charles Schwab in Lexington, Kentucky is seeking an Investment Consultant to empower financial growth for clients. This role provides foundational experience towards becoming a Financial Consultant, emphasizing proactive outreach to clients and building lasting client relationships. Candidates need a valid Series 7 and 66 licenses as well as a Life and Health Insurance license. The position also offers a competitive benefits package, including retirement plans and tuition reimbursement.
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