Job Description
Position Type:
Regular
Your opportunity
At Schwab, you'll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you'll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.
As an
Investment Consultant (IC)
in Schwab's Branch Network, you'll take a critical first step on the path toward becoming a Financial Consultant.
This role is designed for individuals who are motivated to learn, comfortable taking initiative, and excited to grow through hands-on experience.
You'll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning—while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback.
This is a role where curiosity, effort, and coachability matter just as much as prior experience.
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
Why you're set up for success:
Schwab Training and Development
Start with
Wealth Management University
—a four-week, live virtual program designed to build your foundation for success.
Afterward, continue your development through
hands-on training and mentorship
in your branch, partnering with your manager, peers, and mentors for guidance aligned to your goals.
Career Pathing
The Investment Consultant role 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.
Schwab also supports a
"choose your own adventure"
approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.
You'll be supported by leaders who invest in your growth and continuous development over time.
Competitive Compensation
In addition to base pay, this role offers
bonus and incentive opportunities
tied to performance.
To learn more about our client offerings visit: Charles Schwab - Investor Services.
What you have
The expertise you bring:
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
The skills you bring:
Motivation
Demonstrate strong ownership, persistence, and drive in achieving goals
Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and contribute to client and business outcomes
Adaptability
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
Pursuant 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
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
Job Tags
Flexible hours