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Investment consultant- richmond, va at Charles Schwab

Position Investment consultant- richmond, va
Posted 15 Apr 2026
Expired 15 May 2026
Company Charles Schwab
Location Glen Allen | US
Job Type Full Time

Job Description:

Latest job information from Charles Schwab for the position of Investment consultant- richmond, va. If the Investment consultant- richmond, va vacancy in Glen Allen matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Charles Schwab for the position of Investment consultant- richmond, va below matches your qualifications.

Position Type: RegularIn addition to the salary range, this role is also eligible for bonus or incentive opportunities. We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor’s degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience 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. 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

Job Info:

  • Company: Charles Schwab
  • Position: Investment consultant- richmond, va
  • Work Location: Glen Allen
  • Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Investment consultant- richmond, va at the office Glen Allen above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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