- Location
- Pleasanton, CA, US
- Type
- Full-time
- Department
- Finance
- Closing date
- Today
- Source
- iCIMS
Description
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 clientexperience
- 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 “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 continuous development over time.
• Competitive Compensation
In addition to base pay, this role offers bonus and incentive opportunities tied to performance.
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 solutionsCommunicate 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