Investment Consultant - Appleton, WI

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

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. 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