Talent.com
Investment Consultant- Wichita, KS

Investment Consultant- Wichita, KS

Charles SchwabWichita, KS, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Position Type : Regular

Your opportunity

At Schwab, youre 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. Youll 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. Youll 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 Schwabs Investment Consultant role.

What you have

Required Qualifications :

  • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
  • A valid and active Series 66 (63 / 65) license required (license(s) may be obtained under a condition of employment)
  • A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)

Preferred Qualifications :

  • 2 years of experience in the financial services industry
  • Ability to leverage Business development experience
  • Passion for gaining knowledge of brokerage / banking products and services
  • Openness to build strong client relationships
  • Whats in it for you

    At Schwab, youre 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
  • PDN-a003d512-c2f1-4e65-accf-532b655fcc12

    serp_jobs.job_alerts.create_a_job

    Consultant Consultant • Wichita, KS, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Finance Systems Consultant

    Finance Systems Consultant

    VirtualVocationsWichita, Kansas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Finance Systems Consultant (Contract) to lead the design and implementation of a new accounts receivable process. Key Responsibilities Evaluate and implement a scalable ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Lead Underwriting Consultant

    Lead Underwriting Consultant

    VirtualVocationsWichita, Kansas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Lead Underwriting Consultant to manage underwriting services and oversee risk selection for large complex life applications. Key Responsibilities Analyzes data to provid...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Director of Private Equity Partnerships

    Director of Private Equity Partnerships

    VirtualVocationsWichita, Kansas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Director of Private Equity Partnerships.Key Responsibilities Establish and maintain executive-level relationships with PE firms, GPOs, and their portfolio companies De...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Investment Associate

    Investment Associate

    VirtualVocationsWichita, Kansas, United States
    serp_jobs.job_card.full_time
    A company is looking for an Investment Associate to join their sourcing team.Key Responsibilities Source startups that align with investment criteria Develop relationships with startups and coll...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Investment Consultant- Wichita, KS

    Investment Consultant- Wichita, KS

    Charles SchwabWICHITA, KS, United States
    serp_jobs.job_card.full_time
    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 togeth...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Leasing Consultant-Wichita, Kansas

    Leasing Consultant-Wichita, Kansas

    Greenbrier ManagementWichita, KS, US
    serp_jobs.job_card.full_time
    Greenbrier Management Company is based in Williamsburg, Virginia.In its 30 plus years of business, Greenbrier Management. Company continues to successfully serve both residents and owners.We maintai...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Underwriting Consultant

    Senior Underwriting Consultant

    VirtualVocationsWichita, Kansas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Sr Underwriting Consultant.Key Responsibilities : Underwrite complex facultative risks in accordance with underwriting guidelines Provide prompt, efficient service whil...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Ohio Licensed Financial Consultant

    Ohio Licensed Financial Consultant

    VirtualVocationsWichita, Kansas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Consultant in Technical Financial Services focused on Retirement Plans Document & Design.Key Responsibilities : Consults with wholesalers, advisors, and plan sponsors on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Texas Licensed Debt Consultant

    Texas Licensed Debt Consultant

    VirtualVocationsWichita, Kansas, United States
    serp_jobs.job_card.full_time
    A company is looking for an Inside Sales Representative - Debt Consultant.Key Responsibilities Receive and contact warm leads daily through an outbound auto-dialer Utilize a consultative selling...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Venture Capital Associate

    Venture Capital Associate

    VirtualVocationsWichita, Kansas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Venture Capital Associate for remote work.Key Responsibilities Source opportunities that fit investment criteria Develop initial relationships and collaborate with lea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Public Sector Solutions Consultant

    Public Sector Solutions Consultant

    VirtualVocationsWichita, Kansas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Solutions Consultant specializing in the Public Sector.Key Responsibilities Lead technical discovery and deliver customized demos for public sector prospects Design se...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote HEDIS Consultant

    Remote HEDIS Consultant

    VirtualVocationsWichita, Kansas, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    A company is looking for a Remote SDS Consultant (HEDIS).Key Responsibilities Maintain documentation for supplemental data use in HEDIS, ensuring compliance with internal and auditor requirements...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationWichita, Kansas
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Solutions Consultant

    Solutions Consultant

    VirtualVocationsWichita, Kansas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Solutions Consultant to guide prospective clients in leveraging their market research platform. Key Responsibilities Become an expert on the market research platform to ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Workday Financials Reporting Consultant

    Workday Financials Reporting Consultant

    VirtualVocationsWichita, Kansas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Workday Financials Reporting Consultant.Key Responsibilities : Rebuild offline Excel / Essbase files into reporting templates connected to Workday Execute testing and val...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Corporate Pre-Sales Consultant

    Corporate Pre-Sales Consultant

    VirtualVocationsWichita, Kansas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Pre-Sales Consultant, Corporate.Key Responsibilities Collaborate with Account Executives to conduct product evaluations and drive new business revenue growth Conduct d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Media Sales Consultant

    Media Sales Consultant

    VirtualVocationsWichita, Kansas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Media Sales Consultant to drive results for local businesses through innovative campaigns.Key Responsibilities Design and execute integrated campaigns combining direct ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    State Licensed Investment Officer

    State Licensed Investment Officer

    VirtualVocationsWichita, Kansas, United States
    serp_jobs.job_card.full_time
    A company is looking for an IBD Investment Officer responsible for selling investment securities to institutional clients. Key Responsibilities Sell investment securities to assigned correspondent...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Investment Consultant- Wichita, KS (WICHITA)

    Investment Consultant- Wichita, KS (WICHITA)

    Charles SchwabWICHITA, KS, US
    serp_jobs.job_card.full_time
    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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Investor Reporting Analyst

    Investor Reporting Analyst

    VirtualVocationsWichita, Kansas, United States
    serp_jobs.job_card.full_time
    A company is looking for an Investor Reporting Analyst I.Key Responsibilities Manage daily and monthly operations for investor portfolios, including reporting and reconciliations Resolve edits, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30