Job Description

Investment Consultant - Portland, OR at Charles Schwab summary:

The Investment Consultant role at Schwab in Portland, OR, is an entry-level position designed to develop skills in financial consulting and client relationship management. The role involves proactive outreach to existing clients, needs-based product positioning, and collaboration with experienced Financial Consultants. Candidates must hold or obtain Series 7, Series 66, and Life and Health Insurance licenses, with a preference for those having financial services or business development experience.

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.

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

Keywords:

investment consultant, financial consultant, Series 7 license, Series 66 license, life and health insurance license, financial services, client relationship management, business development, brokerage products, financial advising

Job Tags

Similar Jobs