Investment Consultant - Little Rock, AR

Charles Schwab Inc. • Little Rock, AR

1d • $25 - $35 • Onsite

About The Position

At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation. 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: 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
• Adaptability: 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
• Time Management: 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
• Influencing Others: 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
• Entrepreneurial Orientation: Take initiative to identify opportunities, expand client relationships, and contribute to business growth
• 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 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 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