Investment Consultant - Lexington, KY

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 int o 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’l l 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.

To learn more about our client offerings visit :   Charles Schwab - Investor Services

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 :

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, 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 :