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Investment Consultant- Virginia Beach, VA
Virginia Beach, VAMarch 22nd, 2026
Position Type: RegularYour opportunityAt Schwab, you'reempowered 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 tolearn 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 providesthe exposure and experience requiredto advance in this challenging space. You'lllearn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncoveringopportunities through needs-based analysis and positioning appropriate productsand solutions. You'llobserveour 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. In addition to the salary range, this role is also eligible for bonus or incentive opportunities.What you haveWe place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:Bachelor's degree or equivalent work-related experienceA valid and active Series 7 license requiredA valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)Certified Financial Planner (CFP) certification is preferredMinimum of two years of experience in the financial services industry (required)Financial business development experience (highly preferred)Knowledge of brokerage/banking products and servicesStrong client relationship building experiencePursuant 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 processWhat'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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance
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