This job is expired.
Investment Consultant - Franklin, TN
FRANKLIN, TN
May 10, 2025
$21.59 - $35.58 an hour
Full-time
Full Job Description
Position Type: Regular

Your opportunity


At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.

What you have


Required Qualifications:

  • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
  • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
  • A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)

Preferred Qualifications:

  • 2 years of experience in the financial services industry
  • Ability to leverage Business development experience
  • Passion for gaining knowledge of brokerage/banking products and services
  • Openness to build strong client relationships

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
PDN-9ee02404-e34d-440e-82f7-ee38b80d86cb
Job Information
Job Category:
Retail
Spotlight Employer
Related jobs
Wells Fargo
Posting Location(s):Key Largo Branch- 100000 Overseas Highway, Key Largo, FL 33037Why Wells Fargo:Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leade...
May 22, 2025
KEY LARGO, FL
Wells Fargo
Teller | Tukwila
Wells Fargo
Why Wells Fargo:Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communi...
May 22, 2025
TUKWILA, WA
Wells Fargo
Why Wells Fargo:Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It’s about finding all of the elements that help you thrive, i...
May 22, 2025
CITRUS HEIGHTS, CA
©2025 TalentAlly.
Powered by TalentAlly.
Apply for this job
Investment Consultant - Franklin, TN
Charles Schwab
FRANKLIN, TN
May 10, 2025
$21.59 - $35.58 an hour
Full-time
Your Information
First Name *
Last Name *
Email Address *
Zip Code *
Password *
Confirm Password *
Create your Profile from your Resume
By clicking the Apply button, you agree to the terms of use and privacy policy and consent to receive emails from us about job opportunities, career resources, and other relevant updates. You can unsubscribe at any time.
Continue to Apply

Charles Schwab would like you to finish the application on their website.

Supercharge Your Resume with AI

Boost your resume with AI-driven enhancements. The tool analyzes and refines your content, highlighting your strengths and tailoring it for maximum impact. Get personalized suggestions and apply improvements instantly to stand out in the job market.