(3 Days Left) Investment Consultant - Cincinnati, OH
Company: Charles Schwab
Location: Cincinnati
Posted on: July 1, 2025
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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 Pursuant to SAFE Act requirements, all employees
engaged in residential loan mortgage originations must register
with the NMLS registry system and remain in good standing. You will
be required to register and to submit to the required SAFE Act
background check and registration process 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
Keywords: Charles Schwab, Cincinnati , (3 Days Left) Investment Consultant - Cincinnati, OH, Accounting, Auditing , Cincinnati, Ohio
