Investment Consultant - Carmel, IN
Yesterday• Carmel, IN
Pay range: USD $24.66 - $47.07 / Hour
Your opportunity
At Schwab, you'll make an impact on your career while helping clients take ownership of
their financial futures. In a collaborative, inclusive environment, you'll build meaningful
relationships, grow your skills, and contribute to a client-first culture that drives innovation.
As an Investment Consultant (IC) in Schwab's Branch Network, you'll take a critical first
step on the path toward becoming a Financial Consultant. This role is designed for
individuals who are motivated to learn, comfortable taking initiative, and excited to grow
through hands-on experience.
You'll develop core consulting skills through proactive client outreach, needs-based
conversations, and solution positioning-while learning alongside experienced Financial
Consultants who provide coaching, mentoring, and real-time feedback. This is a role where
curiosity, effort, and coachability matter just as much as prior experience.
- Apply active listening and thoughtful questioning to align solutions to client goals
- Build relationship management skills through timely, accurate, client-focused support
- Manage priorities effectively across outreach, follow-up, and administrative work
- Demonstrate resilience and motivation in achieving individual and team goals
- Collaborate with Financial Consultants and branch leaders to enhance client
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experience
Why you're set up for success:
• Schwab Training and Development
Start with Wealth Management University-a four-week, live virtual program
designed to build your foundation for success.
Afterward, continue your development through hands-on training and mentorship in
your branch, partnering with your manager, peers, and mentors for guidance aligned to
your goals.
• Career Pathing
The Investment Consultant role provides a strong foundation for growth, with a clear
path to a Financial Consultant position for those looking to deepen client relationships,
business development skills, and financial expertise.
Schwab also supports a "choose your own adventure" approach-empowering you to
explore leadership, expanded branch roles, or opportunities across service and support
teams. You'll be supported by leaders who invest in your growth and continuous
development over time.
• Competitive Compensation
In addition to base pay, this role offers bonus and incentive opportunities tied to
performance.
What you have
The expertise you bring:
- A valid and active FINRA Series 7 license required
- Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role.
- Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred
The skills you bring:
• Motivation
Demonstrate strong ownership, persistence, and drive in achieving goals
Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and
contribute to client and business outcomes
• Adaptability
Actively seek, receive, and apply feedback to strengthen performance
Adapt to evolving client needs, business priorities, and new information with a flexible,
solutions-oriented approach
• Time Management
Effectively prioritize and manage multiple responsibilities, including client outreach,
follow-ups, and ongoing development
Stay organized and focused in a fast-paced environment to meet deadlines and deliver
consistent results
• Influencing Others
Use active listening and thoughtful questioning to understand client needs and identify
appropriate solutions
Communicate clearly and persuasively to build trust, align on next steps, and guide
client decisions
• Entrepreneurial Orientation
Take initiative to identify opportunities, expand client relationships, and contribute to
business growth
Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges
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
Client-provided location(s): Carmel, IN
Job ID: CharlesSchwab-2026-124530
Employment Type: OTHER
Posted: 2026-08-06T19:45:25
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- FSA With Employer Contribution
- HSA
- HSA With Employer Contribution
- Pet Insurance
- Mental Health Benefits
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Snacks
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Sabbatical
- Leave of Absence
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Shadowing Opportunities
- Access to Online Courses
- Internship Program
- Associate or Rotational Training Program
Diversity and Inclusion
- Employee Resource Groups (ERG)