Jobs
Benefits & Perks
•401(k)
•Equity
•Paid time for vacation
•Sabbatical
•Parental Leave
•Learning Budget
•Healthcare
•401k
•Equity
•Sabbatical
•Parental Leave
•Learning
•Healthcare
Required Skills
Series 7 License
Series 66 License
Life and Health Insurance License
Pay range: USD $29.52 - $48.75 / 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.
What you have Required Qualifications:
- A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
- A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
- A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
- 2 years of experience in the financial services industry
- Ability to leverage Business development experience
- Passion for gaining knowledge of brokerage/banking products and services
- Openness to build strong client relationships
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.
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
Source: TechStock²
News
·
4w ago
Dividend Hike and Buybacks Could Be A Game Changer For Charles Schwab (SCHW) - simplywall.st
Source: simplywall.st
News
·
5w ago
Charles Schwab taps CIO to lead new tech, operations unit - CIO Dive
Source: CIO Dive
News
·
5w ago
Charles Schwab Stock (SCHW) Rises as Company Increases Dividend 19% - TipRanks
Source: TipRanks
News
·
5w ago