CareerBliss

Investment Consultant - Memphis, TN

Germantown, TN
Charles Schwab
Posted 04/24/2025

Position Type: Regular

Your opportunity


<span style="margin: 0px; padding: 0px;" data-ccp-charstyle="normaltextrun" data-ccp-charstyle-defn="{"ObjectId":"2f6cdc9a-601e-4353-9efc-d927d09a51a5|126","ClassId":1073872969,"Properties":[469775450,"normaltextrun",201340122,"1",134233614,"true",469778129,"normaltextrun",335572020,"1",469778324,"Default Paragraph Font"]}">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. <span style="margin: 0px; padding: 0px;" data-ccp-charstyle="eop" data-ccp-charstyle-defn="{"ObjectId":"2f6cdc9a-601e-4353-9efc-d927d09a51a5|127","ClassId":1073872969,"Properties":[469775450,"eop",201340122,"1",134233614,"true",469778129,"eop",335572020,"1",469778324,"Default Paragraph Font"]}">?<span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> 

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. <span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> 

What you have


 

Required Qualifications:<span style="margin: 0px; padding: 0px; color: var(--clrblack,black); font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> 

    <li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="?" data-font="Symbol" data-listid="10" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"?","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="1">A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)??<span style="margin: 0px; padding: 0px; color: #000000; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> <li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="?" data-font="Symbol" data-listid="10" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"?","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="2" data-aria-level="1">A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)??<span style="margin: 0px; padding: 0px; color: #000000; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> <li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="?" data-font="Symbol" data-listid="10" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"?","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="3" data-aria-level="1">A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)??<span style="margin: 0px; padding: 0px; color: #000000; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> 

<span style="margin: 0px; padding: 0px; color: var(--clrblack,black); font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> 

<span style="margin: 0px; padding: 0px; color: var(--clrblack,black); font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> 

Preferred Qualifications:<span style="margin: 0px; padding: 0px; color: var(--clrblack,black); font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> 

    <li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="?" data-font="Symbol" data-listid="11" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"?","469777815":"multilevel"}" aria-setsize="-1" data-aria-posinset="4" data-aria-level="1">2 years of experience in the financial services industry<span style="margin: 0px; padding: 0px; color: #000000; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif;" data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559739":160,"335559740":240}"> <li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="?" data-font="Symbol" data-listid="11" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"?","469777815":"multilevel"}" aria-setsize="-1" data-aria-posinset="5" data-aria-level="1">Ability to leverage Business development experience<span style="margin: 0px; padding: 0px; color: #000000; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif;" data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559739":160,"335559740":240}"> <li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="?" data-font="Symbol" data-listid="11" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"?","469777815":"multilevel"}" aria-setsize="-1" data-aria-posinset="6" data-aria-level="1">Passion for gaining knowledge of brokerage/banking products and services<span style="margin: 0px; padding: 0px; color: #000000; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif;" data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559739":160,"335559740":240}"> <li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="?" data-font="Symbol" data-listid="11" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"?","469777815":"multilevel"}" aria-setsize="-1" data-aria-posinset="7" data-aria-level="1">Openness to build strong client relationships<span style="margin: 0px; padding: 0px; color: #000000; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif;" data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559739":160,"335559740":240}"> 

 

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

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