Investment Consultant - Alexandria/Merrifield, VA
About The Position
As an Investment Consultant (IC) in Schwab’s Branch Network, you’ll take a critical first step on the path toward becoming a Financial Consultant. This role is designed for individuals who are motivated to learn, comfortable taking initiative, and excited to grow through hands-on experience. You’ll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning—while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. This is a role where curiosity, effort, and coachability matter just as much as prior experience. You’ll be supported by leaders who invest in your growth and continuous development over time.
Requirements
- A valid and active FINRA Series 7 license required
- Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role.
- Demonstrate strong ownership, persistence, and drive in achieving goals
- Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and contribute to client and business outcomes
- Actively seek, receive, and apply feedback to strengthen performance
- Adapt to evolving client needs, business priorities, and new information with a flexible, solutions-oriented approach
- Effectively prioritize and manage multiple responsibilities, including client outreach, follow-ups, and ongoing development
- Stay organized and focused in a fast-paced environment to meet deadlines and deliver consistent results
- Use active listening and thoughtful questioning to understand client needs and identify appropriate solutions
- Communicate clearly and persuasively to build trust, align on next steps, and guide client decisions
- Take initiative to identify opportunities, expand client relationships, and contribute to business growth
- Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges
Nice To Haves
- Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred
Responsibilities
- Apply active listening and thoughtful questioning to align solutions to client goals
- Build relationship management skills through timely, accurate, client-focused support
- Manage priorities effectively across outreach, follow-up, and administrative work
- Demonstrate resilience and motivation in achieving individual and team goals
- Collaborate with Financial Consultants and branch leaders to enhance client experience
- Take ownership of your learning, results, and professional growth
Benefits
- In addition to base pay, this role offers bonus and incentive opportunities tied to performance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
