Alexandria, Virginia, United States · On-site
$68k–$98k/yr
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 you…
Skills: Financial consulting, Relationship management, Active listening, Client outreach, Sales
San Diego, California, United States · On-site
$40/hr–$72/hr
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 you…
Skills: Client relationship management, Leadership, Operational accuracy, Workflow efficiency, Regulatory compliance
Tysons, Virginia, United States · On-site
$68k–$98k/yr
Your Opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including re…
Skills: Retirement planning, Educational planning, Investment management, Estate planning, Active investing
Phoenix, Arizona, United States · Hybrid
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. B…
Skills: Customer service, Client relationship management, Active listening, Problem-solving, Communication
Austin, Texas, United States · On-site
$48/hr–$54/hr
Your Opportunity 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 indus…
Skills: Java, J2EE, Spring Boot, SQL Server, JSON
Austin, Texas, United States · On-site
$151k–$205k/yr
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. W…
Skills: Enterprise Architecture, System Design, C#, .NET Core, Artificial Intelligence
San Francisco, California, United States · On-site
$95k–$145k/yr
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. Cha…
Skills: Strategic planning, Management consulting, Quantitative analysis, Qualitative analysis, Financial services
Creve Coeur, Missouri, United States · Remote OK
$150k–$225k/yr
Your Opportunity *In addition to a base salary range posted, this role is also eligible for bonus or incentive opportunities* This position allows for 100% remote work and selected candidate will need to currently be liv…
Skills: Business Development, Relationship Management, Wealth Management, Financial Planning, Investment Planning
Fremont, California, United States · On-site
$75k–$120k/yr
Your Opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab At Schwab, you’re empowered to make an impact on …
Skills: Wealth management, Financial planning, Client relationship management, Investment management, Retirement planning
Sunnyvale, California, United States · On-site
$75k–$120k/yr
Your Opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab At Schwab, you’re empowered to make an impact on …
Skills: Financial planning, Wealth management, Client relationship management, Investment management, Retirement planning
San Francisco, California, United States · On-site
$35/hr–$52/hr
Your Opportunity Schwab Investment Platforms, Solutions, and Strategy (SIPSS) brings together Schwab’s investment platforms, product solutions, and product strategy teams to set strategic direction and drive investment a…
Skills: Facility operations, HVAC maintenance, Plumbing, Electrical systems, Building automation systems
San Francisco, California, United States · On-site
$86k–$150k/yr
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. T…
Skills: Liquidity risk management, Regulatory reporting, SQL, Excel, Data analysis
Austin, Texas, United States · On-site
$105k–$140k/yr
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. We …
Skills: Project management, Cross-functional leadership, Agile methodologies, Risk management, Financial forecasting
Southlake, Texas, United States · On-site
$43/hr–$52/hr
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. We …
Skills: ETL Development, SQL, Informatica, Data Pipelines, Data Migration
Westlake, Texas, United States · On-site
$300k–$350k/yr
Your Opportunity Charles Schwab Corporation We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goal with passion and integrit…
Skills: Commercial real estate law, Contract negotiation, Legal risk management, Portfolio management, Strategic planning
Campbell, California, United States · On-site
$112k–$201k/yr
Your Opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative pro…
Skills: Employee Coaching, Performance Management, Business Development, Wealth Management, Client Relationship Management
Maitland, Florida, United States · On-site
$120k–$170k/yr
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. We …
Skills: Risk management, Governance, Operational risk, Analytical thinking, Risk assessment
San Mateo, Rizal, Philippines · On-site
$75k–$120k/yr
Your Opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab At Schwab, you’re empowered to make an impact on …
Skills: Financial planning, Wealth management, Client relationship management, Investment management, Retirement planning
Austin, Texas, United States · On-site
$106k–$175k/yr
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. W…
Skills: Product Management, Online Security, Authentication, Fraud Prevention, Digital Identity
Austin, Texas, United States · On-site
$150k–$175k/yr
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. S…
Skills: Software development, Distributed systems, Java, C#, .NET
Alexandria, Virginia, United States • On-site
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You will build client relationships through proactive outreach and needs-based consulting while collaborating with experienced financial consultants. The role involves managing administrative tasks and client follow-ups to ensure a high-quality client experience.
Candidates must hold a valid FINRA Series 7 license and either hold or be willing to obtain the Series 66 and Life & Health Insurance licenses. Prior experience in financial services or a client-facing sales environment is preferred.
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.
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.
To learn more about our client offerings visit: Charles Schwab - Investor Services.
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
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
Offices: 3000 Schwab Way, Westlake, Texas 76262, US · 211 Main St, San Francisco, CA 94105, US · 9899 Schwab Way, Lone Tree, CO 80124, US · 2423 E Lincoln Dr, Phoenix, Arizona 85016, US · 200 S 108th Ave, Omaha, Nebraska 68154, US
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
Offices: 3000 Schwab Way, Westlake, Texas 76262, US · 211 Main St, San Francisco, CA 94105, US · 9899 Schwab Way, Lone Tree, CO 80124, US · 2423 E Lincoln Dr, Phoenix, Arizona 85016, US · 200 S 108th Ave, Omaha, Nebraska 68154, US
