Investment Consultant - New Orleans, LA
About The Position
As an Investment Consultant in Schwab’s Branch Network, you’ll take an early step on the path toward becoming a Financial Consultant. The role is designed for people 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 from experienced Financial Consultants through coaching, mentoring, and real-time feedback. You’ll build client relationships through timely, accurate, client-focused support; manage outreach, follow-up, and administrative priorities; and work with Financial Consultants and branch leaders to enhance the client experience. The role includes a four-week live virtual Wealth Management University program, followed by branch-based training and mentorship. It offers a potential path to a Financial Consultant position, as well as opportunities to explore leadership, expanded branch roles, and service and support teams. Compensation includes base pay and performance-related bonus and incentive opportunities.
Requirements
- A valid and active FINRA Series 7 license.
- Currently hold or obtain the FINRA Series 66 (63/65) license.
- Currently hold or obtain Life & Health Insurance licensing.
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.
Benefits
- Four-week live virtual Wealth Management University training program.
- Hands-on branch training and mentorship.
- Career development and potential path to a Financial Consultant position.
- Opportunities to explore leadership, expanded branch roles, and positions across service and support teams.
- Performance-related bonus and incentive opportunities in addition to base pay.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
