Investment Consultant

3 weeks ago


Lone Tree, United States Charles Schwab Full time
Position Type: RegularYour 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.
The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR) organization in the Investor Services Branch Network. FSB provides a high-scale dedicated relationship model responsible for serving Mass Affluent investors.

FSB is an extension of the Branch Network and serves our new and existing Mass Affluent clients to deepen engagement, build trust, and provide investment solutions and tools for today’s markets. The team partners closely with a wide range of departments and partners, including the local and national branches, to ensure these clients get the most out of their relationship with Schwab.

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 (may be obtained under a 120 day condition of employment)
A valid and active Series 66 (63/65) license (may be obtained under a 120 day condition of employment)
A valid and active Life and Health Insurance license (may be obtained under a 120 day 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

This role will require a Monday – Friday 5x8 schedule

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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

    4 weeks ago


    Lone Tree, Iowa, United States Charles Schwab Full time

    About the RoleAt Charles 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.As an Investment Consultant, you'll play a key role in serving Mass Affluent investors...

  • Investment Consultant

    3 weeks ago


    Lone Tree, Colorado, United States Charles Schwab Full time

    About the Role:As an Investment Consultant at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network at the ground floor. This role provides the exposure and experience required to advance in the challenging space of financial consulting.Key Responsibilities:Build a book of business through proactive, outbound calls to...

  • Investment Consultant

    1 month ago


    Lone Tree, United States Charles Schwab Full time

    Position Type: RegularYour 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. The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR)...

  • Investment Consultant

    1 month ago


    Lone Tree, United States Charles Schwab Full time

    Position Type: RegularYour 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.The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR)...

  • Investment Consultant

    4 weeks ago


    Lone Tree, Douglas County, CO, United States Charles Schwab Full time

    Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR) organization in the Investor Services Branch Network. FSB is an extension of the Branch Network and serves our...


  • Lone Tree, United States Charles Schwab Full time

    Position Type: RegularYour 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 a Managed Solution Consultant at Charles Schwab, you will provide clients with holistic wealth...

  • Investment Consultant

    4 weeks ago


    Lone Tree, Douglas County, CO, United States Charles Schwab Full time

    Position Type: RegularYour 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. The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR)...

  • Financial Consultant

    3 weeks ago


    Lone Tree, Colorado, United States Charles Schwab Full time

    About the RoleWe are seeking a skilled Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for building and maintaining strong relationships with our clients, providing them with personalized financial guidance and advice to help them achieve their financial goals.Key ResponsibilitiesDevelop and...

  • Financial Consultant

    1 month ago


    LONE TREE, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt 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.The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR) organization...

  • Financial Consultant

    1 month ago


    Lone Tree, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt 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.The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR) organization...


  • Lone Tree, United States Charles Schwab Full time

    Position Type: RegularYour opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...


  • Lone Tree, United States HCA HealthONE Esprit OBGYN Center Full time

    Description Hourly Wage Estimate: $19.42 - $28.16 / hourLearn more about the benefits offered for this job. The estimate displayed represents the typical wage range of candidates hired. Factors that may be used to determine your actual salary may include your specific skills, how many years of experience you have and comparison to other employees already in...


  • LONE TREE, United States Charles Schwab Full time

    Position Type: RegularYour opportunityWealth and Asset Management Engineering (WAME) is a part of the Schwab Technology Services organization. WAME organization supports Schwab's money management, research and asset management platforms to help clients manage their wealth.  The Financial Research technology team within WAME delivers and supports Investment...


  • Lone Tree, Douglas County, CO, United States Charles Schwab Full time

    Position Type: RegularYour opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...

  • Nurse Practitioner

    4 weeks ago


    Lone Tree, Douglas County, CO, United States Supplemental Health Care Full time

    Job Title: Med Surg Registered NurseSupplemental Health Care is seeking a travel nurse RN Med Surg for a travel nursing job in Lone Tree, Colorado.Job Description & RequirementsSpecialty: Med SurgDiscipline: RNStart Date: ASAPDuration: 13 weeks36 hours per weekShift: 12 hours, daysEmployment Type: TravelJob Description:Supplemental Health Care is seeking...