Investment Consultant

3 weeks ago


West Palm Beach FL United States Charles Schwab Full time
Position Type: Regular Your opportunity

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, 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 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

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 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

  • Investment Consultant

    2 months ago


    West Palm Beach, United States Charles Schwab Full time

    Position Type: Regular Your opportunity 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, you have the opportunity to learn and grow within our Branch...

  • Investment Consultant

    2 months ago


    West Palm Beach, United States Charles Schwab Full time

    Position Type: Regular Your opportunity 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, you have the opportunity to learn and grow within our Branch...

  • Investment Consultant

    1 month ago


    West Palm Beach, United States CFA Institute Full time

    Position Type: Regular Your opportunity 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, you have the opportunity to learn and grow within our Branch Network at...


  • West Palm Beach, United States Istituto Marangoni Full time

    Your opportunity 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, you have the opportunity to learn and grow within our Branch Network at the ground floor....


  • West Palm Beach, United States Istituto Marangoni Full time

    Your opportunity 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, you have the opportunity to learn and grow within our Branch Network at the ground floor....

  • Investment Consultant

    1 month ago


    Pensacola, FL, United States Charles Schwab Full time

    Position Type: Regular Your opportunity 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, you have the opportunity to learn and grow within our Branch...


  • Vero Beach, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...


  • Vero Beach, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...


  • Vero Beach, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...


  • West Palm Beach, United States Mako Consultants Full time

    Job DescriptionJob DescriptionAre you ready to make a change in your career? Are you ready to catapult yourself and your skillset to the next level? Mako is searching for an entry-level Management Consultant who is looking to do just that! As a top leader in the Sales, Marketing, and Business Consulting industry, we take great pride in leading with integrity...

  • Leasing Consultant

    2 days ago


    West Palm Beach, United States Pegasus Residential Full time

    Leasing ConsultantPay range: $19/hour + commission At Pegasus, we understand how valuable you are and we want to offer you a career, not a job. If our employees are happy, our owners are happy! We are growing and need YOUR expertise. We invest in you, challenge you, give you everything you need to succeed, and allow YOU to control your own future. So,...


  • Palm Beach, United States JPMorgan Chase & Co. Full time

    We are seeking a seasoned Managing Director to join our industry-leading Investment Banking team. As a Managing Director in Investment Banking, you will play a vital and accountable role in leading the strategic dialogue with clients. You will be responsible for sourcing and executing . Morgan’s Investment Banking products including M&A, Equity and...

  • Investment Consultant

    1 month ago


    Riviera Beach, United States Charles Schwab Full time

    Position Type: Regular Your opportunity 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, you have the opportunity to learn and grow within our Branch...


  • West Palm Beach, United States Tailored Brands Inc Full time

    Retail Sales Consultant For more than 30 years, K&G Fashion Superstore (K&G) has provided value-conscious customers with the latest fashions and styles at the best possible prices. Offering a wide selection of designer brands discounted up to 60% off department store prices at our 80 stores, K&G is a leading shopping destination for brand-name apparel,...


  • West Palm Beach, United States Tailored Brands Inc Full time

    Retail Sales Consultant For more than 30 years, K&G Fashion Superstore (K&G) has provided value-conscious customers with the latest fashions and styles at the best possible prices. Offering a wide selection of designer brands discounted up to 60% off department store prices at our 80 stores, K&G is a leading shopping destination for brand-name apparel,...


  • West Palm Beach, United States Point72 Full time

    What you ’ll do Learn the fundamental research and analysis skills needed to be an analyst at Point72 and apply intellectual curiosity in a role that values creativity, autonomy, and analytical rigor. MONTHS 1-8: Academics & Fundamental Research Training Develop sophisticated company analysis and modeling skills from our Academy faculty, investment...


  • West Palm Beach, United States Point72 Full time

    What you ’ll do Learn the fundamental research and analysis skills needed to be an analyst at Point72 and apply intellectual curiosity in a role that values creativity, autonomy, and analytical rigor. MONTHS 1-8: Academics & Fundamental Research Training Develop sophisticated company analysis and modeling skills from our Academy faculty, investment...

  • Investment Analyst

    1 day ago


    Newport Beach, United States Canterbury Consulting Incorporated Full time

    **Location** Note that this position is located at our Newport Beach, California office. We have a hybrid schedule where all staff are expected to be in the office on Tuesdays, Wednesdays, and Thursdays. **Investment Analyst at Canterbury Consulting** When you join Canterbury as an Investment Analyst, you will be exposed to all aspects of the...

  • Investment Analyst

    7 days ago


    Newport Beach, United States Canterbury Consulting Incorporated Full time

    Job DescriptionJob DescriptionLocationNote that this position is located at our Newport Beach, California office. We have a hybrid schedule where all staff are expected to be in the office on Tuesdays, Wednesdays, and Thursdays. Investment Analyst at Canterbury ConsultingWhen you join Canterbury as an Investment Analyst, you will be exposed to all aspects of...

  • Investment Consultant

    1 month ago


    Riviera Beach, United States Charles Schwab Full time

    Position Type: Regular Your opportunity 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, you have the opportunity to learn and grow within our Branch...