Charles Schwab - Winchester, VA
posted 15 days ago
The Investment Consultant (IC) role at Schwab is an entry-level position designed to provide foundational experience in the financial consulting field. This position allows individuals to learn and grow within the Branch Network, preparing them for future roles as Financial Consultants. The IC will engage in proactive outreach to existing clients, analyze their needs, and recommend appropriate financial products and solutions, all while receiving mentorship from experienced Financial Consultants.