Investment Consultant - Dayton, OH

Join to apply for the Investment Consultant - Dayton, OH role at Schwab Stock Plan Services

Requisition ID : 2025-110536 | Category : Financial Planning | Position type : Regular | Pay range : USD $21.59 - $37.79 / Hour | Application deadline : 2025-06-02

Your opportunity

At Schwab, you're empowered to make an impact on your career. The Investment Consultant (IC) role offers the chance to learn and grow within our Branch Network, providing the experience needed to advance to a Financial Consultant (FC). You will build a book of business through outbound calls, needs-based analysis, and product positioning, while observing skilled FCs and learning to deliver value through collaboration and mentoring. This role is ideal for those seeking a rewarding career in financial consulting.

What you have

Required Qualifications

• Valid and active Series 7 license (may be obtained through Branch Network Licensing Program)
• Valid and active Series 66 (63 / 65) license (may be obtained under employment conditions)
• Valid and active Life and Health Insurance license (may be obtained under employment conditions)

Preferred Qualifications

In addition to the salary range, this role is eligible for bonuses or incentives.

What's in it for you

Schwab offers a supportive culture focused on your development, with a hybrid work approach balancing flexibility and in-person collaboration. Benefits include :

Additional information

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