Investment Consultant - West Bloomfield, MI

Charles Schwab Corporation • Birmingham, MI

2d • Onsite

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. 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.

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.
• Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred
• 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
• Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process

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

• Schwab Training and Development
• Wealth Management University —a four-week, live virtual program
• Hands-on training and mentorship in your branch
• Clear path to a Financial Consultant position
• Support for exploring leadership, expanded branch roles, or opportunities across service and support teams
• Competitive Compensation
• Bonus and incentive opportunities tied to performance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed