Investment Consultant - Franklin, TN
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.
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.
- Motivation: Own goals with persistence, drive, and a growth mindset focused on continuous improvement and business impact.
- Adaptability: Apply feedback quickly and adjust to changing client needs, priorities, and information with a flexible, solutions-focused approach.
- Time Management: Prioritize outreach, follow-up, development, and daily responsibilities to stay organized and deliver consistent results.
- Influencing Others: Use active listening, thoughtful questions, and clear communication to build trust and guide client decisions.
- Entrepreneurial Orientation: 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 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
- Schwab Training and Development
- Wealth Management University—a four-week, live virtual program
- Hands-on training and mentorship in your branch
- Career Pathing to Financial Consultant
- Competitive Compensation
- 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
