Investment Consultant- Richmond, VA
Company: Charles Schwab
Location: Glen Allen
Posted on: February 18, 2026
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Job Description:
Position Type: Regular Your opportunity 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. In addition to the salary range, this
role is also eligible for bonus or incentive opportunities. What
you have We 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 experience
- A valid and active Series 7 license required - A 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 preferred - Minimum of two years of experience in
the financial services industry (required) - Financial business
development experience (highly preferred) - Knowledge of
brokerage/banking products and services - Strong client
relationship building experience 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, Lynchburg , Investment Consultant- Richmond, VA, Accounting, Auditing , Glen Allen, Virginia
