Position Type: RegularYour opportunityAt Schwab, you'll make an impact on your career while helping clients take ownership oftheir financial futures. In a collaborative, inclusive environment, you'll build meaningfulrelationships, 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 firststep on the path toward becoming a Financial Consultant. This role is designed forindividuals who are motivated to learn, comfortable taking initiative, and excited to growthrough hands-on experience.You'll develop core consulting skills through proactive client outreach, needs-basedconversations, and solution positioning—while learning alongside experienced FinancialConsultants who provide coaching, mentoring, and real-time feedback. This is a role wherecuriosity, 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 clientexperience Take ownership of your learning, results, and professional growthWhy you're set up for success:- Schwab Training and DevelopmentStart with Wealth Management University —a four-week, live virtual programdesigned to build your foundation for success.Afterward, continue your development through hands-on training and mentorship inyour branch, partnering with your manager, peers, and mentors for guidance aligned toyour goals.- Career PathingThe Investment Consultant role provides a strong foundation for growth, with a clearpath to a Financial Consultant position for those looking to deepen client relationships,business development skills "choose your own adventure", and financial expertise.Schwab also supports a approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and supportteams. You'll be supported by leaders who invest in your growth and continuousdevelopment over time.- Competitive CompensationIn addition to base pay, this role offers bonus and incentive opportunities tied toperformance.What you haveThe 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 & HealthInsurance, both of which are required for this role.- Relevant experience in financial services or a similar client-facing, sales, or advisoryenvironment preferredThe skills you bring:- MotivationDemonstrate strong ownership, persistence, and drive in achieving goalsMaintain a growth-oriented mindset, seeking opportunities to learn, improve, andcontribute to client and business outcomes- AdaptabilityActively seek, receive, and apply feedback to strengthen performanceAdapt to evolving client needs, business priorities, and new information with a flexible,solutions-oriented approach- Time ManagementEffectively prioritize and manage multiple responsibilities, including client outreach,follow-ups, and ongoing developmentStay organized and focused in a fast-paced environment to meet deadlines and deliverconsistent results- Influencing OthersUse active listening and thoughtful questioning to understand client needs and identifyappropriate solutionsCommunicate clearly and persuasively to build trust, align on next steps, and guideclient decisions- Entrepreneurial OrientationTake initiative to identify opportunities, expand client relationships, and contribute tobusiness growthDemonstrate resilience and resourcefulness in pursuing goals and navigating challengesWhat's in it for youAt 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 (/summary-of-benefits) 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
