Investment Consultant - Princeton, NJ

Charles Schwab Inc. • Princeton, NJ

2d • $51,300 - $97,900

About The Position

As an Investment Consultant in Schwab’s Branch Network, you’ll take a critical first step toward becoming a Financial Consultant. The role is designed for individuals who are motivated to learn, comfortable taking initiative, and interested in growing through hands-on experience. You’ll develop 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.

The position emphasizes curiosity, effort, coachability, client-focused support, and professional growth. Training begins with Wealth Management University, a four-week live virtual program, followed by hands-on branch training and mentorship. The role offers a path to a Financial Consultant position, as well as opportunities to explore leadership, other branch roles, and service and support teams. Compensation includes base pay and performance-based bonus and incentive opportunities.

Requirements

• A valid and active FINRA Series 7 license is required.
• Must currently hold or obtain the FINRA Series 66 (63/65) license.
• Must currently hold or obtain Life & Health Insurance licensing.
• Demonstrate ownership, persistence, and drive in achieving goals.
• Maintain a growth-oriented mindset and seek opportunities to learn, improve, and contribute to client and business outcomes.
• Actively seek, receive, and apply feedback.
• Adapt to evolving client needs, business priorities, and new information with a flexible, solutions-oriented approach.
• 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.
• Take initiative and 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.

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.
• Seek opportunities to expand client relationships and contribute to business growth.
• Communicate clearly and persuasively to build trust, align on next steps, and guide client decisions.

Benefits

• Four-week live virtual Wealth Management University training program.
• Hands-on branch training and mentorship.
• Performance-based bonus and incentive opportunities.
• Career development and opportunities to explore leadership, expanded branch roles, and service and support teams.

What This Job Offers

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