Investment Consultant

2 days ago


Reno, Nevada, United States Charles Schwab Full time
Your Opportunity at Charles Schwab

We're seeking a talented Investment Consultant to join our Branch Network team at Charles Schwab. As a key member of our team, you'll have the opportunity to learn and grow within our organization, developing the skills and expertise needed to succeed in this challenging space.

As an Investment Consultant, you'll be responsible for building 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 work closely with our skilled Financial Consultants, learning from their expertise and gaining valuable insights into the financial services industry.

What You'll Need

To be successful in this role, you'll need:

  • A valid and active Series 7 license (license may be obtained under a condition of employment through our Branch Network Licensing Program)
  • A valid and active Series 66 (63/65) license (license(s) may be obtained under a condition of employment)
  • A valid and active Life and Health Insurance license (may be obtained under a condition of employment)

Preferred qualifications include 2 years of experience in the financial services industry, business development experience, and a passion for gaining knowledge of brokerage/banking products and services.

What's in It for You

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean 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


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