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Job Details

Financial Consultant

Job Summary

  • Company: Charles Schwab
  • Location: Chicago, Illinois (Chicago, IL)
  • Job Type: Full-Time
  • Career Level: middle
  • Years of Experience: 2-5 years

Job Description

Organization Objective/Purpose:

Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.

Brief Description of Role:

Upon hire our Financial Consultants are assigned an existing practice of clients (book of business). The actual size of each practice may vary based on geographies and the Financial Consultants experience. You will deepen relationships by providing investment guidance and advice primarily through face to face meetings. As a Financial Consultant you will be responsible for the relationship and development of the practice to ensure clients are appropriately utilizing all that Schwab has to offer. Additionally, you will grow the practice through client referrals, marketing events and proactive calling to prospects. To learn more about our client offerings visit our website:

Our Financial Consultants are self-motivated, independent thinkers who share the common desire to build long-term client relationships. Your ability to achieve success as a Schwab Financial Consultant is supported by the Schwab brand, leadership, marketing support and exceptional training.

The compensation package provides both security and unlimited upside, consisting of a base salary, sales incentive and bonus structure; derived by each individual Financial Consultant’s performance and production. Incentives are paid monthly and are a direct result of the Financial Consultants assets and revenue growth.

Technical/Functional Qualifications:

- Undergraduate degree or higher preferred

- Active and valid FINRA Series 7, 63 are required

- Series 66 (63,65) required (or to be obtained within 90 days of start)

- A minimum of three years successful proactive sales experience encompassing client solutions in the financial services industry required

- Strong industry and market knowledge

- Excellent consultative, interpersonal and communication skills

- Proven success in developing and managing client relationships

- CFP is a plus

- Knowledgeable with client management software and basic computer skills

Interested candidates should apply online at

Candidates interested in applying to this role should e-mail