Investment Consultant - Forest Hills, NY

Position Type: Regular

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.  

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.  

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:  

• 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, 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 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