Talent.com
Investment Consultant- Wichita, KS
Investment Consultant- Wichita, KSCharles Schwab • Derby, KS, US
No longer accepting applications
Investment Consultant- Wichita, KS

Investment Consultant- Wichita, KS

Charles Schwab • Derby, KS, US
15 hours ago
Job type
  • Full-time
Job description

Position Type : Regular

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 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 ( / summary-of-benefits) 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
  • Create a job alert for this search

    Wichita Ks Wichita Ks • Derby, KS, US

    Related jobs
    Real Estate Acquisition Consultant

    Real Estate Acquisition Consultant

    House Buyers of America • Wichita, KS, US
    Full-time
    Real Estate Acquisition Consultant.The Real Estate Acquisition Consultant is responsible for buying homes for House Buyers of America. This person will follow up on leads, value houses, estimate rep...Show more
    Last updated: 21 days ago • Promoted
    Partner Strategy Consultant - Customer Value Advisory Finance & Risk (m / f / d)

    Partner Strategy Consultant - Customer Value Advisory Finance & Risk (m / f / d)

    SAP Fioneer • Wichita, KS, US
    Full-time
    Global Transformation Strategy Consultant.You'll be part of a global team focused on transformation strategy for banks.Working closely with senior stakeholders, you'll help shape client value propo...Show more
    Last updated: 22 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Wisepath Group • Derby, KS, US
    Full-time
    Quick Apply
    Financial Advisor – Build an Independent Practice with Fortune-500-Level Resources Wisepath Financial Group , DBA Strategic Financial Concepts (SFC) • Flexible / Hybrid Why Advisors Cho...Show more
    Last updated: 30+ days ago
    Sr. Consultant, Private Sector Development Projects

    Sr. Consultant, Private Sector Development Projects

    Renew Capital • Wichita, KS, US
    Full-time
    Renew Capital Senior Consultant.At Renew Capital, we see opportunities in Africa where others, too often, only notice the problems. We invest, rather than provide handouts, by finding promising busi...Show more
    Last updated: 22 days ago • Promoted
    Finance (VP+)

    Finance (VP+)

    Mento • Wichita, KS, US
    Part-time
    We are looking for senior leaders in finance roles who value learning, growth, and community and who are passionate about developing and coaching people in their field. As a Mento coach, you will fo...Show more
    Last updated: 22 days ago • Promoted
    Principal Specialist, Reporting & Controls - Remote

    Principal Specialist, Reporting & Controls - Remote

    Raytheon • Wichita, KS, US
    Remote
    Full-time
    The Financial Reporting, Controls, and Consultations (FRCC) team at Raytheon has an immediate opening for the role of Principal Specialist. The role is responsible for financial reporting preparatio...Show more
    Last updated: 12 days ago • Promoted
    AI Finance - Senior - Tech Consulting - Location Open

    AI Finance - Senior - Tech Consulting - Location Open

    EY • Wichita, KS, United States
    Full-time
    Location : Chicago, Akron, Arlington, Atlanta, Austin, Baltimore, Birmingham, Boca Raton, Boston, Buffalo, Charleston, Charlotte, Chattanooga, Chicago, Cincinnati, Cleveland, Columbia, Columbus, Dal...Show more
    Last updated: 5 days ago • Promoted
    Financial Advisor - Wichita, KS

    Financial Advisor - Wichita, KS

    Thrivent Financial • Wichita, KS, United States
    Full-time
    Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...Show more
    Last updated: 17 days ago • Promoted
    Proactive Solutions Sales Consultant

    Proactive Solutions Sales Consultant

    P1 Service • Wichita, Kansas, USA
    Full-time
    P1 Service LLC is seeking an Proactive Solutions Sales Consultant to service the Wichita area from our Wichita KS office. BCTS family of facility solutions providers provides customers with the best...Show more
    Last updated: 12 days ago • Promoted
    Retirement Plan Consultant

    Retirement Plan Consultant

    KEATING • Wichita, KS, US
    Full-time
    Quick Apply
    At Keating & Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and belief...Show more
    Last updated: 10 days ago
    Proactive Solutions Sales Consultant

    Proactive Solutions Sales Consultant

    P1 Service, LLC • Wichita, KS, US
    Full-time
    Quick Apply
    P1 Service, LLC, is seeking an Proactive Solutions Sales Consultant to service the Wichita area from our Wichita, KS office. BCTS family of facility solutions providers, provides customers with the ...Show more
    Last updated: 15 days ago
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • Wichita, KS, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show more
    Last updated: 17 days ago • Promoted
    Compliance Consultant - Remote

    Compliance Consultant - Remote

    Phenom People • Wichita, KS, US
    Remote
    Full-time
    Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives.The work you do with our team will directly improve health outcomes by connect...Show more
    Last updated: 21 days ago • Promoted
    Per Diem Educational Consultant (K-8 Social Studies)

    Per Diem Educational Consultant (K-8 Social Studies)

    Savvas Learning • Wichita, KS, United States
    Full-time
    Educational Consultant (K-8 Social Studies).Savvas Learning Company helping to initiate lasting change in districts and schools by delivering core content, intervention and supplemental professiona...Show more
    Last updated: 22 days ago • Promoted
    Business Development Consultant, Incubation

    Business Development Consultant, Incubation

    Axis Communications • Wichita, KS, US
    Permanent
    Business Development Consultant, Incubation.Are you a technology enthusiast with a knack for driving business transformation? Are you a cloud platform native looking to partner with leaders in comp...Show more
    Last updated: 22 days ago • Promoted
    Sage 100 Consulting ManagerRemote U.S.A.

    Sage 100 Consulting ManagerRemote U.S.A.

    Bytheco • Wichita, KS, US
    Full-time
    We're at the forefront of digital transformation, process automation and leadership.As a Sage Platinum Elite Partner and Acumatica Gold Partner, we're known for delivering exceptional solutions and...Show more
    Last updated: 21 days ago • Promoted
    Retirement Plan Consultant

    Retirement Plan Consultant

    Keating • Wichita, Kansas, USA
    Full-time
    At Keating & Associates each individual has a unique ability a unique story and a unique contribution that is vital to our success. With diverse experiences cultures backgrounds and beliefs we a...Show more
    Last updated: 6 days ago • Promoted
    Financial Counseling Representative I

    Financial Counseling Representative I

    R1 RCM • Wichita, KS, US
    Full-time
    Financial Counseling Representative I.R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medi...Show more
    Last updated: 30+ days ago • Promoted