Investment Consultant
Company: Charles Schwab
Location: Manhasset
Posted on: February 26, 2026
|
|
|
Job Description:
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. 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, New Rochelle , Investment Consultant, Accounting, Auditing , Manhasset, New York
