Know ATS Score
CV/Résumé Score
  • Expertini Resume Scoring: Our Semantic Matching Algorithm evaluates your CV/Résumé before you apply for this job role: Investment Consultant Grand Rapids, MI.
United States Jobs Expertini

Urgent! Investment Consultant - Grand Rapids, MI Job Opening In Grand Rapids – Now Hiring Charles Schwab

Investment Consultant Grand Rapids, MI



Job description

**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.

**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

**In addition to the salary range, this role is also eligible for bonus or incentive opportunities.**

**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.

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
What’s in it for you:
At Schwab, we’re committed to empowering our employees’ personal and professional success.

Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace.

If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.



Required Skill Profession

Other General



Your Complete Job Search Toolkit

✨ Smart • Intelligent • Private • Secure

Start Using Our Tools

Join thousands of professionals who've advanced their careers with our platform

Rate or Report This Job
If you feel this job is inaccurate or spam kindly report to us using below form.
Please Note: This is NOT a job application form.


    Unlock Your Investment Consultant Potential: Insight & Career Growth Guide


  • Real-time Investment Consultant Jobs Trends in Grand Rapids, United States (Graphical Representation)

    Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Investment Consultant in Grand Rapids, United States using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 55714 jobs in United States and 261 jobs in Grand Rapids. This comprehensive analysis highlights market share and opportunities for professionals in Investment Consultant roles. These dynamic trends provide a better understanding of the job market landscape in these regions.

  • Are You Looking for Investment Consultant Grand Rapids, MI Job?

    Great news! is currently hiring and seeking a Investment Consultant Grand Rapids, MI to join their team. Feel free to download the job details.

    Wait no longer! Are you also interested in exploring similar jobs? Search now: .

  • The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Charles Schwab adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:
    • 1. Independence
    • 2. Loyalty
    • 3. Impartiality
    • 4. Integrity
    • 5. Accountability
    • 6. Respect for human rights
    • 7. Obeying United States laws and regulations
  • What Is the Average Salary Range for Investment Consultant Grand Rapids, MI Positions?

    The average salary range for a varies, but the pay scale is rated "Standard" in Grand Rapids. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

  • What Are the Key Qualifications for Investment Consultant Grand Rapids, MI?

    Key qualifications for Investment Consultant Grand Rapids, MI typically include Other General and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.

  • How Can I Improve My Chances of Getting Hired for Investment Consultant Grand Rapids, MI?

    To improve your chances of getting hired for Investment Consultant Grand Rapids, MI, consider enhancing your skills. Check your CV/Résumé Score with our free Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.

  • Interview Tips for Investment Consultant Grand Rapids, MI Job Success
    Charles Schwab interview tips for Investment Consultant   Grand Rapids, MI

    Here are some tips to help you prepare for and ace your job interview:

    Before the Interview:
    • Research: Learn about the Charles Schwab's mission, values, products, and the specific job requirements and get further information about
    • Other Openings
    • Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.
    • Dress Professionally: Choose attire appropriate for the company culture.
    • Prepare Questions: Show your interest by having thoughtful questions for the interviewer.
    • Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.
    During the Interview:
    • Be Punctual: Arrive on time to demonstrate professionalism and respect.
    • Make a Great First Impression: Greet the interviewer with a handshake, smile, and eye contact.
    • Confidence and Enthusiasm: Project a positive attitude and show your genuine interest in the opportunity.
    • Answer Thoughtfully: Listen carefully, take a moment to formulate clear and concise responses. Highlight relevant skills and experiences using the STAR method.
    • Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.
    • Follow Up: Send a thank-you email to the interviewer within 24 hours.
    Additional Tips:
    • Be Yourself: Let your personality shine through while maintaining professionalism.
    • Be Honest: Don't exaggerate your skills or experience.
    • Be Positive: Focus on your strengths and accomplishments.
    • Body Language: Maintain good posture, avoid fidgeting, and make eye contact.
    • Turn Off Phone: Avoid distractions during the interview.
    Final Thought:

    To prepare for your Investment Consultant Grand Rapids, MI interview at Charles Schwab, research the company, understand the job requirements, and practice common interview questions.

    Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Charles Schwab's products or services and be prepared to discuss how you can contribute to their success.

    By following these tips, you can increase your chances of making a positive impression and landing the job!

  • How to Set Up Job Alerts for Investment Consultant Grand Rapids, MI Positions

    Setting up job alerts for Investment Consultant Grand Rapids, MI is easy with United States Jobs Expertini. Simply visit our job alerts page here, enter your preferred job title and location, and choose how often you want to receive notifications. You'll get the latest job openings sent directly to your email for FREE!