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JobsCharles Schwab

Investment Consultant - Rochester, NY

Charles Schwab

Investment Consultant - Rochester, NY

Charles Schwab

Rochester, MA

·

On-site

·

Full-time

·

2w ago

Compensation

$49,920 - $87,360

Benefits & Perks

401(k)

Equity

Paid time for vacation

Sabbatical

Parental Leave

Learning Budget

Healthcare

401k

Equity

Sabbatical

Parental Leave

Learning

Healthcare

Required Skills

Series 7 License

Series 66 License

Life and Health Insurance License

Pay range: USD $24.18 - $42.31 / Hour
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

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

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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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About Charles Schwab

Charles Schwab

Charles Schwab Corporation is a major American multinational financial services company that provides brokerage, banking, and financial advisory services to individual and institutional clients.

10,001+

Employees

Westlake

Headquarters

Reviews

3.6

2 reviews

Work Life Balance

3.0

Compensation

4.0

Culture

2.0

Career

1.5

Management

1.5

25%

Recommend to a Friend

Pros

Competitive wage

Strong benefits

Transparent interview process

Cons

Discrimination issues

Retaliation against employees

Wrongful termination

Salary Ranges

4 data points

L2

L3

L4

L5

L6

L2 · Financial Analyst L2

0 reports

$102,538

total / year

Base

$41,015

Stock

$51,269

Bonus

$10,254

$71,777

$133,299

Interview Experience

7 interviews

Difficulty

3.0

/ 5

Duration

14-28 weeks

Offer Rate

28%

Experience

Positive 14%

Neutral 58%

Negative 28%

Interview Process

1

Phone Screen

2

Interview

3

Background Check

Common Questions

Phone Interview

Recruiter Screening

Technical Assessment