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Investment Consultant - Wichita, KS

Charles Schwab • Haysville, KS, United States • 17h ago

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, youhave the opportunity tolearnand grow within our Branch Networkatthe ground floor.The first foray into the path towards becoming a Financial Consultant(FC)at Schwab, the ICrole providesthe exposure and experiencerequiredto advanceinthis challengingspace.You’lllearn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients,uncoveringopportunitiesthrough needs-based analysis and positioningappropriate productsand solutions.You’llobserveour skilled FCs and learn how todeliver 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 isrequired(license may be obtained under a condition of employment through Branch Network Licensing Program)

A valid and active Series 66 (63/65) licenserequired(license(s) may be obtained under a condition of employment)

A valid and active Life and Health Insurance license isrequired(may be obtained under a condition of employment)

Preferred Qualifications:

2 years of experience in the financial services industry

Ability toleverageBusiness development experience

Passion for gainingknowledge 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

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