Investment Consultant
Company: Charles Schwab
Location: Bausman
Posted on: February 26, 2026
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Job Description:
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: • 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: • 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 Why work for us? 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 to our full-time employees 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
Keywords: Charles Schwab, Germantown , Investment Consultant, Accounting, Auditing , Bausman, Maryland
