Investment Consultant - Westlake, TX (National Branch Sun Belt I) Join to apply for the Investment Consultant - Westlake, TX (National Branch Sun Belt I) role at Charles Schwab Investment Consultant - Westlake, TX (National Branch Sun Belt I) 1 day ago Be among the first 25 applicants Join to apply for the Investment Consultant - Westlake, TX (National Branch Sun Belt I) role at Charles Schwab Get AI-powered advice on this job and more exclusive features. 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 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 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 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 Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at Charles Schwab by 2x Get notified about new Investment Advisor jobs in Westlake, TX . Fort Worth, TX $100,000.00-$125,000.00 3 days ago Investment Consultant - Westlake, TX (National Branch Crossroads II) Fort Worth, TX $125,000.00-$130,000.00 1 week ago Irving, TX $130,000.00-$216,600.00 2 weeks ago Fort Worth, TX $70,000.00-$250,000.00 1 week ago Dallas-Fort Worth Metroplex $70,000.00-$100,000.00 2 weeks ago Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Financial Advisor (Be Our Lead Advisor in Fort Worth!) Fort Worth, TX $80,000.00-$90,000.00 2 days ago J.P. Morgan Wealth Management – Private Client Advisor - North Tarrant County, TX Bedford, TX $105,000.00-$250,000.00 8 hours ago Bedford, TX $105,000.00-$250,000.00 3 weeks ago Carrollton, TX $45,000.00-$100,000.00 6 days ago J.P. Morgan Wealth Management – Private Client Advisor - Irving / Grand Prairie, TX We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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