Jobs
Benefits & Perks
•401(k)
•Equity
•Unlimited PTO
•Parental Leave
•Learning Budget
•Sabbatical
•Healthcare
•Flexible Hours
•401k
•Equity
•Unlimited Pto
•Parental Leave
•Learning
•Sabbatical
•Healthcare
•Flexible Hours
Required Skills
Client relationship building
Financial services knowledge
Sales
Needs analysis
Pay range: USD $26.88 - $44.28 / Hour
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
- Bachelor's degree or equivalent work-related experience
- A valid and active Series 7 license required
- A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
- A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
- Certified Financial Planner (CFP) certification is preferred
- Minimum of two years of experience in the financial services industry (required)
- Financial business development experience (highly preferred)
- Knowledge of brokerage/banking products and services
- Strong client relationship building experience
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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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
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About Charles Schwab

Charles Schwab
PublicCharles Schwab Corporation is a major American multinational financial services company that provides brokerage, banking, and financial advisory services to individual and institutional clients.
10,001+
Employees
Westlake
Headquarters
Reviews
3.6
2 reviews
Work Life Balance
3.0
Compensation
4.0
Culture
2.0
Career
1.5
Management
1.5
25%
Recommend to a Friend
Pros
Competitive wage
Strong benefits
Transparent interview process
Cons
Discrimination issues
Retaliation against employees
Wrongful termination
Salary Ranges
4 data points
L2
L3
L4
L5
L6
L2 · Financial Analyst L2
0 reports
$102,538
total / year
Base
$41,015
Stock
$51,269
Bonus
$10,254
$71,777
$133,299
Interview Experience
7 interviews
Difficulty
3.0
/ 5
Duration
14-28 weeks
Offer Rate
28%
Experience
Positive 14%
Neutral 58%
Negative 28%
Interview Process
1
Phone Screen
2
Interview
3
Background Check
Common Questions
Phone Interview
Recruiter Screening
Technical Assessment
News & Buzz
Charles Schwab stock price: dividend hike and bank CEO shift set the tone for SCHW into Monday - TechStock²
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4w ago
Dividend Hike and Buybacks Could Be A Game Changer For Charles Schwab (SCHW) - simplywall.st
Source: simplywall.st
News
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5w ago
Charles Schwab taps CIO to lead new tech, operations unit - CIO Dive
Source: CIO Dive
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·
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Charles Schwab Stock (SCHW) Rises as Company Increases Dividend 19% - TipRanks
Source: TipRanks
News
·
5w ago