Investment Consultant
Company: Charles Schwab
Location: Princeton Junction
Posted on: January 11, 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 atthe
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’llobserve 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 In addition to the salary range, this role is
also eligible for bonus or incentive opportunities. 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: Charles Schwab, Levittown , Investment Consultant, Accounting, Auditing , Princeton Junction, Pennsylvania
