Investment Consultant - Brooklyn, NY

Position Type: RegularYour opportunitySchwab's branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you'llcombine planning expertisewith a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy.Why you'reset up for successYou'llstart with a book of existing Schwab clients, giving you a strong foundationto build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts intothe lives of the people and communities you serve.Schwab Training and DevelopmentTo set you up for success, you'llcomplete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklongbootcamp to connect with peers and learn from experts.After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You'llcollaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals.Career PathingAs your career evolves, Schwab's four-level Financial Consultant track offers a clearpath for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your communityYou'll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time.Competitive CompensationThis position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time.Investment Professionals' Compensation | Charles SchwabWhat you haveThe expertiseyou bringA valid and active FINRA Series 7 license requiredObtaining or acquiringFINRASeries 66 (63/65)as it will berequiredduring your tenure on the job Obtaining or acquiring Life & Health Insurance as it will berequiredduring your tenure on the jobCFP Certification is a plus. If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort ProgramThe skills you bringBusiness DevelopmentProactively engage in warm outreach to existing and prospective clients, maintainingconsistent sales activityto grow the book of business and strengthen client relationships.Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and idealwealth and long-term investment strategies for their personal situation.Desire to provide outstandinginvestor experience in addition to furthering your own professional development in Wealth ManagementRelationship BuildingAbility to build strong relationships, engage and encourage trust, and deepen the client relationshipby applying a focused client communication strategy, and exceeding client expectations.Strong candidates will also learn to leverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clientsprogresstoward achieving their goals. Investment Strategies and Financial PlanningOpenness to manage wealth on behalf of our clients includingRetirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate PlanningAbility to adapt and implement changeas the market and business conditions evolveWhat'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 insurance