Investment Consultant - Dublin, OH

Charles Schwab Corporation • Dublin, OH

7d

About The Position

As an Investment Consultant in Schwab’s Branch Network, you’ll help clients take ownership of their financial futures while building the consulting skills needed to pursue a Financial Consultant position. The role emphasizes proactive client outreach, needs-based conversations, solution positioning, and hands-on learning alongside experienced Financial Consultants who provide coaching, mentoring, and feedback. Candidates should be motivated to learn, comfortable taking initiative, and willing to take ownership of their development and results.

The position includes a four-week live virtual Wealth Management University program, followed by hands-on branch training and mentorship. Schwab describes career paths into Financial Consultant roles as well as opportunities in leadership, expanded branch roles, and service or support teams. Compensation includes base pay and performance-tied 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 and Life & Health Insurance license; both are required for the role.
• Demonstrate ownership, persistence, and drive in achieving goals.
• Maintain a growth-oriented mindset and seek opportunities to learn and improve.
• Seek, receive, and apply feedback, and adapt to changing client needs and business priorities.
• Prioritize multiple responsibilities, stay organized in a fast-paced environment, and meet deadlines.
• Use active listening and thoughtful questions to understand client needs and identify appropriate solutions.
• Communicate clearly and persuasively to build trust, agree on next steps, and guide client decisions.
• Take initiative, demonstrate resilience, and navigate challenges while pursuing goals.

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.
• Work toward individual and team goals with resilience and motivation.
• Collaborate with Financial Consultants and branch leaders to enhance the client experience.
• Take ownership of learning, results, and professional growth.
• Use feedback and training to strengthen performance.
• Identify opportunities to expand client relationships and contribute to business growth.

Benefits

• Four-week live virtual Wealth Management University training program.
• Hands-on branch training and mentorship.
• Career development and pathways to Financial Consultant, leadership, expanded branch, service, and support roles.
• Performance-based bonus and incentive opportunities in addition to base pay.

What This Job Offers

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