Entry-Level Investment Consultant

Description

As an Investment Consultant (IC) at Schwab, you will have the opportunity to learn and grow within our Branch Network. This role serves as a foundational step towards becoming a Financial Consultant (FC), providing exposure and experience essential for advancing in this dynamic field. You will proactively engage through outbound calls to existing Schwab clients, identifying… opportunities through needs-based analysis and recommending suitable products and solutions. The role includes observing our skilled FCs to learn how to deliver exceptional value and service through collaboration and mentoring.

Company Culture and Environment

At Schwab, we foster a purpose-driven and supportive culture aimed at empowering employees for both personal and professional success. We believe in the importance of collaboration and the positive impact of working together in person while maintaining a flexible work environment.

Career Growth and Development Opportunities

The Investment Consultant role is designed to be the first step in a rewarding career in financial consulting, providing essential training and mentorship for advancement to Financial Consultant positions.

Detailed Benefits and Perks

Schwab offers a variety of benefits that support the whole employee:
• Paid time for vacation and volunteering
• 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Employee stock purchase plan

Compensation and Benefits
• Competitive salary based on experience
• Eligibility for bonus or incentive opportunities
• 401(k) with company match
• Health, dental, and vision insurance

Why you should apply for this position today

This position offers a unique opportunity to begin a fulfilling career in financial consulting, with ample opportunities for personal growth and professional development within a supportive environment.

Skills
• Valid and active Series 7 license (may be obtained under a condition of employment)
• Valid and active Series 66 (63⁄65) license (may be obtained under a condition of employment)
• Valid and active Life and Health Insurance license (may be obtained under a condition of employment)
• Ability to leverage business development experience
• Passion for brokerage/banking products and services
• Strong client relationship-building skills

Responsibilities
• Engage in proactive outbound calls to Schwab clients
• Conduct needs-based analysis to uncover client opportunities
• Position appropriate products and solutions based on client needs
• Collaborate and learn from experienced Financial Consultants
• Build a book of business through effective client interactions

Qualifications
• 2 years of experience in the financial services industry preferred
• Strong communication skills
• Openness to learn and adapt in a fast-paced environment

Education Requirements
• No specific degree requirement mentioned

Education Requirements Credential Category
• Financial licenses as listed above required for the role

Experience Requirements
• 2 years of experience in the financial services industry preferred

Why work in Lynnwood, WA

Lynnwood offers a welcoming community with a blend of suburban charm and urban convenience. The area is known for its strong economy, excellent schools, and recreational opportunities, including parks and outdoor spaces. With a rich diversity and vibrant culture, Lynnwood provides a great environment for both personal and professional growth

Company: Charles Schwab Partner
Location: Anywhere
Salary Range:
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