Investment Consultant
Company: Charles Schwab
Location: Walled Lake
Posted on: February 26, 2026
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Job Description:
As an Investment Consultant (IC) at Schwab, you have the
opportunity to learn and grow within our Branch Network at the
ground floor. The first foray into the path towards becoming a
Financial Consultant (FC) at Schwab, the IC role provides the
exposure and experience required to advance in this challenging
space. You’ll learn what it takes to build a book of business
through proactive, outbound calls to existing Schwab clients,
uncovering opportunities through needs-based analysis and
positioning appropriate products and solutions. You’ll observe our
skilled FCs and learn how to deliver 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. What you
have 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 Why work for us? At Schwab, we’re committed to
empowering our employees’ personal and professional success. Our
purpose-driven, supportive culture, and focus on your development
means you’ll get the tools you need to make a positive difference
in the finance industry. We offer a competitive benefits package to
our full-time employees 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: Charles Schwab, Mentor , Investment Consultant, Sales , Walled Lake, Ohio
