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In today’s competitive financial services landscape, professionals are seeking more than just a job—they are looking for a career that offers purpose, growth, and long-term impact. The Investment Consultant position at Charles Schwab in Red Bank, New Jersey, represents a compelling opportunity for individuals who aspire to build a respected career in financial consulting while making a meaningful contribution to clients’ financial well-being.
Position Overview
This permanent, full-time role offers competitive hourly compensation, ranging from $24.18 to $46.15, and is complemented by eligibility for bonus or incentive opportunities. At Schwab, innovation is not a slogan but a daily practice. The organization empowers its professionals to challenge conventional thinking, apply creative problem-solving, and actively participate in transforming the finance industry.
As an Investment Consultant (IC), you will begin your journey within Schwab’s Branch Network, gaining foundational exposure that prepares you for advancement into the Financial Consultant (FC) role. This position is intentionally designed as an entry point for ambitious professionals who are ready to grow, learn, and take ownership of their career trajectory.
Role and Responsibilities
In this role, you will develop essential skills required to build and manage a book of business. Through proactive outbound engagement with existing Schwab clients, you will conduct needs-based analyses to uncover opportunities and recommend appropriate financial products and solutions. You will work closely with experienced Financial Consultants, observing best practices and learning how to deliver exceptional value through collaboration, mentoring, and client-centered service.
This hands-on exposure ensures that you are not merely performing tasks, but actively learning the strategic and relational dimensions of financial consulting—skills that are critical for long-term success in the industry.
Qualifications and Professional Profile
To succeed in this role, candidates must hold or be eligible to obtain the following licenses through Schwab’s Branch Network Licensing Program:
- Active Series 7 license
- Active Series 66 (or Series 63/65) license
- Active Life and Health Insurance license
Preferred candidates will bring at least two years of experience in the financial services industry, demonstrate business development capabilities, and show a genuine passion for learning about brokerage and banking products. Equally important is a willingness to build strong, trust-based client relationships and a mindset open to continuous professional development.
Why This Opportunity Matters
The Investment Consultant role at Charles Schwab is more than an entry-level position—it is a structured pathway toward a fulfilling and financially rewarding career. With strong institutional support, exposure to industry experts, and a culture that values growth and innovation, this role equips you with the tools needed to thrive in a demanding yet rewarding profession.
If you are seeking a career that combines professional credibility, growth potential, and meaningful client impact, this opportunity deserves your attention. Take the first decisive step toward a future in financial consulting by exploring the Investment Consultant position at Charles Schwab. Click through your job search platform today, submit your application, and position yourself for a career that truly moves forward.
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