Investment Consultant - Little Rock, AR

About the role

In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.

Responsibilities

• Take a critical first step on the path toward becoming a Financial Consultant.
• Develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning.
• Learn alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback.
• Apply active listening and thoughtful questioning to align solutions to client goals.
• Build relationship management skills through timely, accurate, client-focused support.
• Manage priorities effectively across outreach, follow-up, and administrative work.
• Demonstrate resilience and motivation in achieving individual and team goals.
• Collaborate with Financial Consultants and branch leaders to enhance client experience.
• Take ownership of your learning, results, and professional growth.

Requirements

• A valid and active FINRA Series 7 license required.
• Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role.
• Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred.

Qualifications

• Motivation: Demonstrate strong ownership, persistence, and drive in achieving goals.
• Adaptability: Maintain a growth-oriented mindset, seek opportunities to learn, improve, and contribute to client and business outcomes; actively seek, receive, and apply feedback to strengthen performance; adapt to evolving client needs, business priorities, and new information with a flexible, solutions-oriented approach.
• Time Management: Effectively prioritize and manage multiple responsibilities, including client outreach, follow-ups, and ongoing development; stay organized and focused in a fast-paced environment to meet deadlines and deliver consistent results.
• Influencing Others: Use active listening and thoughtful questioning to understand client needs and identify appropriate solutions; communicate clearly and persuasively to build trust, align on next steps, and guide client decisions.
• Entrepreneurial Orientation: Take initiative to identify opportunities, expand client relationships, and contribute to business growth; demonstrate resilience and resourcefulness in pursuing goals and navigating challenges.

Skills

• Motivation: Strong ownership, persistence, and drive in achieving goals.
• Adaptability: Growth-oriented mindset, seeking opportunities to learn, improve, and contribute; flexible, solutions-oriented approach to evolving client needs and business priorities.
• Time Management: Prioritize and manage multiple responsibilities; organize and focus in a fast-paced environment to meet deadlines and deliver consistent results.
• Influencing Others: Active listening, thoughtful questioning, clear communication, and persuasion to build trust and guide client decisions.
• Entrepreneurial Orientation: Initiative to identify opportunities, expand client relationships, and contribute to business growth; resilience and resourcefulness in pursuing goals and navigating challenges.

Benefits

• Competitive compensation including base pay, bonus, and incentive opportunities tied to performance.
• Schwab Training and Development: Start with Wealth Management University and continue your development through hands-on training and mentorship in your branch.
• Career Pathing: Provides a strong foundation for growth, with a clear path to a Financial Consultant position for those looking to deepen client relationships, business development skills, and financial expertise.
• Leadership Support: Empowered to explore leadership, expanded branch roles, or opportunities across service and support teams.
• Supportive Culture: Empowerment to shape your future through meaningful work, continuous learning, and a culture of trust and collaboration.
• Benefits Package: Includes 401(k) with company match and Employee stock purchase plan, paid time off, parental leave, tuition reimbursement, health, dental, and vision insurance.