Investment Consultant - Lone Tree, CO; National Branch - Northeast

Investment Consultant - Lone Tree, CO (National Branch - Northeast I) at Charles Schwab summary:

The Investment Consultant role at Schwab offers entry-level experience in financial consulting, focusing on building client relationships through proactive outreach and needs-based analysis. The position requires relevant securities and insurance licenses and provides opportunities for career advancement within the financial services industry. Schwab supports employee growth with continuous learning, mentorship, and a comprehensive benefits package.

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, youhave the opportunity tolearnand grow within our Branch Networkatthe ground floor.

The first foray into the path towards becoming a Financial Consultant(FC) at Schwab, the ICrole providesthe exposure and experience required to advanceinthis challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients,uncoveringopportunitiesthrough needs-based analysis and positioning appropriate products and solutions. You’llobserve our skilled FCs and learn how todeliver 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.

To learn more about our client offerings visit:

Charles Schwab - Investor Services.

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

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process

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

Keywords:

Investment Consultant, Financial Services, Client Relationship Management, Series 7 License, Series 66 License, Insurance License, Financial Consulting, Business Development, Brokerage Products, Client Needs Analysis