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Investment Consultant: Launch Finance Career Path
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-28
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Location: New York
Charles Schwab Corporation is seeking an Investment Consultant (IC) in New York, NY. This entry-level role provides the opportunity to learn and grow within their Branch Network, vital for a career in financial consulting.
The IC will engage in proactive outreach with existing Schwab clients, analyze needs, and collaborate closely with seasoned Financial Consultants. Required licenses include Series 7, Series 66, and Life and Health Insurance. Candidates with 2 years of financial services experience are preferred.
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