| Position | Investment consultant- virginia beach, va |
| Posted | 21 Aug 2026 |
| Expired | 20 Sep 2026 |
| Company | Charles Schwab |
| Location | Virginia Beach | US |
| Job Type | Full Time |
Latest job information from Charles Schwab for the position of Investment consultant- virginia beach, va. If the Investment consultant- virginia beach, va vacancy in Virginia Beach 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- virginia beach, va below matches your qualifications.
In 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 experiencePursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
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 insuranceAfter reading and understanding the criteria and minimum qualification requirements explained in the job information Investment consultant- virginia beach, va at the office Virginia Beach 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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