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About the Role
As an Investment Consultant (IC) in Schwab’s Branch Network, you will 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.
Responsibilities
- 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
Skills
- Motivation
- Adaptability
- Time Management
- Influencing Others
- Entrepreneurial Orientation
Benefits
- Schwab Training and Development
- Wealth Management University—a four-week, live virtual program
- Hands-on training and mentorship in your branch
- Career Pathing to a Financial Consultant position
- Support for exploring leadership, expanded branch roles, or opportunities across service and support teams
- Competitive Compensation
- Bonus and incentive opportunities tied to performance
About the Company
- 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.
- To learn more about our client offerings visit: Charles Schwab - Investor Services.