Investment Consultant, Active Trader - Austin, TX

Position ** RegularYour opportunityAt Schwab, youre 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. Youll 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. Youll 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 Schwabs Investment Consultant role.To learn more about our client offerings **" target="_blank" title="Charles Schwab - Investor Services" rel="noopener">" target="_blank" title="Charles Schwab - Investor Services" rel="noopener">Charles Schwab - Investor Services.What you haveA 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)2 years of experience in the financial services industryAbility to leverage Business development experiencePassion for gaining knowledge of brokerage/banking products and servicesOpenness to build strong client relationshipsWhats in it for youAt Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you - both today and in the ***401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurancePDN-9f29e7a5-fc3a-4b3c-a072-ecf8bb8f415f

Created: 2025-06-20