Investment Consultant - Little Rock, AR

Position Type:  Regular
Your opportunity
At Schwab, you’ll make an impact on your career while helping clients take ownership of
their financial futures. In a collaborative, inclusive environment, you’ll build meaningful
relationships, grow your skills, and contribute to a client-first culture that drives innovation.

As an  Investment Consultant (IC)  in Schwab’s Branch Network, you’ll take a critical first
step on the path toward becoming a Financial Consultant. This role is designed for
individuals who are motivated to learn, comfortable taking initiative, and excited to grow
through hands-on experience.

You’ll develop core consulting skills through proactive client outreach, needs-based
conversations, and solution positioning—while learning alongside experienced Financial
Consultants who provide coaching, mentoring, and real-time feedback. This is a role where
curiosity, effort, and coachability matter just as much as prior experience.
Apply active listening and thoughtful questioning to align solutions to client goals
Build relationship management skills through timely, accurate, client-focused support
Manage priorities effectively across outreach, follow-up, and administrative work
Demonstrate resilience and motivation in achieving individual and team goals
Collaborate with Financial Consultants and branch leaders to enhance client
experience
Take ownership of your learning, results, and professional growth

Why you’re set up for success:

• Schwab Training and Development

Start with  Wealth Management University —a four-week, live virtual program
designed to build your foundation for success.

Afterward, continue your development through  hands-on training and mentorship  in
your branch, partnering with your manager, peers, and mentors for guidance aligned to
your goals.

• Career Pathing

The Investment Consultant role provides a strong foundation for growth, with a clear
path to a Financial Consultant position for those looking to deepen client relationships,
business development skills, and financial expertise.

Schwab also supports a “choose your own adventure” approach—empowering you to
explore leadership, expanded branch roles, or opportunities across service and support
teams. You’ll be supported by leaders who invest in your growth and continuous
development over time.

• Competitive Compensation

In addition to base pay, this role offers  bonus and incentive opportunities  tied to
performance.
What you have
The expertise you bring:

A valid and active FINRA Series 7 license required
Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role.
Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred
The skills you bring:

• Motivation

Demonstrate strong ownership, persistence, and drive in achieving goals

Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and
contribute to client and business outcomes

• Adaptability

Actively seek, receive, and apply feedback to strengthen performance

Adapt to evolving client needs, business priorities, and new information with a flexible,
solutions-oriented approach

• Time Management

Effectively prioritize and manage multiple responsibilities, including client outreach,
follow-ups, and ongoing development

Stay organized and focused in a fast-paced environment to meet deadlines and deliver
consistent results

• Influencing Others

Use active listening and thoughtful questioning to understand client needs and identify
appropriate solutions

Communicate clearly and persuasively to build trust, align on next steps, and guide
client decisions

• Entrepreneurial Orientation

Take initiative to identify opportunities, expand client relationships, and contribute to
business growth

Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges

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.
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