Investment Consultant - Brooklyn, NY

Position Type: RegularApply (by clicking the relevant button) after checking through all the related job information below.Your opportunityOur branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel toindividuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.To learn more about our client offerings visit:Charles Schwab - Investor Services.What you haveWe place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:Bachelor's degreeor equivalent work-related experienceA valid and active Series 7 license requiredA valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)Certified Financial Planner (CFP) certification is preferredMinimum of two years of experience in the financial services industry (required)Financialbusiness developmentexperience (highly preferred)Knowledge of brokerage/banking products and servicesStrong client relationship building experiencePursuant 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 processWhat's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.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 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-9ffdcb61-e8af-456b-98ae-c62d5c464ce6

Created: 2025-09-29