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.
Why you’re set up for success:
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.
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.
In addition to base pay, this role offers bonus and incentive opportunities tied to performance.
The expertise you bring:
The skills you bring:
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
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
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
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
Take initiative to identify opportunities, expand client relationships, and contribute to business growth
Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges
Job details are sourced from the employer's original posting.
Open job postingAbout the company
Charles Schwab Inc. is a financial services company that provides brokerage, banking, and financial advisory services.