Investment Consultant - Birmingham, AL

Charles Schwab
Birmingham, AL
**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. To learn more about our client offerings visit:Charles Schwab - Investor Services. **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 gainingknowledge 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 **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 What's in it for you: 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. 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 Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.
Posted 2025-12-05

Recommended Jobs

Specialized Tax Services - Research & Development Tax - Senior Associate Save for Later Remove job

PwC
Valley, Chambers County, AL

A career in our Specialised Tax Services practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax …

View Details
Posted 2025-10-27

Mortgage Field Services Inspector

FAR Inspections
Tuscaloosa, AL

Apply HERE Only FAR Inspections is looking for highly motivated individuals to perform residential occupancy verifications on behalf of mortgage lenders. Independent contractors earn predicta…

View Details
Posted 2025-11-25

Tax Associate - Local

Intuit
Madison, AL

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United…

View Details
Posted 2025-10-24

Gen AI Technical Architect, Consulting Principal

Cognizant
Montgomery, AL

**Gen AI Technical Solution Architect, Consulting Principal** **About the Role** As an AI Technical Solution Architect, you will make an impact by translating early-stage innovation ideas into structu…

View Details
Posted 2025-11-08

Bartender

Seasons 52
Birmingham, AL

For this position, pay will be variable by location - plus tips. Work in a team-oriented, high-volume, fast-paced, guest-centric environment to provide guests with a fresh dining experience…

View Details
Posted 2025-10-15

NSS Weapons BD Manager

BAE Systems
Huntsville, AL

**Job Description** You don t see it, but it s there. Our employees work on the world s most advanced electronics from saving emissions in the City of Lights to powering the Mars Rover to protecting t…

View Details
Posted 2025-11-11

Sales Representative

Mohawk Industries
Birmingham, AL

Join the largest manufacturer of tile and natural stone in the United States and watch your career stand out with Dal-Tile, a subsidiary of Mohawk Industries. Our close-knit team of dedicate…

View Details
Posted 2025-11-04

Patient Care Technician - PCT

Fresenius Medical Care North America
Florence, AL

PURPOSE AND SCOPE: Functions as part of the dialysis health care team in providing safe and effective dialysis therapy for patients under the direct supervision of a licensed nurse in accordance wit…

View Details
Posted 2025-11-21

Soccer Coach (Private) in Montgomery | TeachMe.To

TeachMe.To
Montgomery, AL

Skip the line and apply on our website: About Us TeachMe.To is the leading peer-to-peer lessons marketplace, on a mission to connect independent Soccer coaches in Montgomery | TeachMe.To wi…

View Details
Posted 2025-11-27

Customer Service Representative

Maranda Hiett - State Farm Agency
Montgomery, AL

Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. Insur…

View Details
Posted 2025-08-07