Investment Consultant- Reno, NV
About The Position
As an Investment Consultant (IC) in Schwab’s Branch Network, you’ll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning. You’ll learn alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. The role is designed for individuals motivated to learn, comfortable taking initiative, and excited to grow through hands-on experience. The position offers a foundation for career growth, including a path to a Financial Consultant role for those who want to deepen client relationships, business development skills, and financial expertise. Schwab also supports exploration of leadership, expanded branch roles, and opportunities across service and support teams. New hires begin with Wealth Management University, a four-week live virtual program, followed by hands-on branch training and mentorship. In addition to base pay, the role offers bonus and incentive opportunities tied to performance.
Requirements
- A valid and active FINRA Series 7 license is required.
- Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both required for the role.
- Demonstrate motivation, persistence, drive, and a growth mindset focused on continuous improvement and business impact.
- Apply feedback quickly and adapt to changing client needs, priorities, and information.
- Prioritize outreach, follow-up, development, and daily responsibilities effectively.
- Use active listening, thoughtful questions, and clear communication to build trust and guide client decisions.
- Take initiative to grow client relationships, pursue opportunities, and navigate challenges with resilience and resourcefulness.
Nice To Haves
- Relevant experience in financial services or a similar client-facing, sales, or advisory environment.
Responsibilities
- Apply active listening and thoughtful questioning to align solutions with client goals.
- Build relationship management skills through timely, accurate, client-focused support.
- Manage priorities 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 the client experience.
- Take ownership of learning, results, and professional growth.
- Conduct proactive client outreach, needs-based conversations, and solution positioning.
Benefits
- Bonus and incentive opportunities tied to performance.
- Four-week live virtual Wealth Management University training program.
- Hands-on branch training and mentorship.
- Career development and pathing opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
