Investment Consultant (Active Trader)
Location: Phoenix
Posted on: June 23, 2025
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Job Description:
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: • 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: • 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 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. 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
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: , Scottsdale , Investment Consultant (Active Trader), Accounting, Auditing , Phoenix, Arizona
