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$63k–$85k/yr
Full-time
Posted 26d ago
Apply by Aug 31
~40 hrs/week
Responsibilities
You will build client relationships through proactive outreach and needs-based consulting while learning from experienced financial professionals. The role involves managing administrative tasks and collaborating with branch leaders to deliver high-quality client support.
Requirements
Candidates must hold an active FINRA Series 7 license and be willing to obtain Series 66 and Life & Health Insurance licenses. Prior experience in financial services or a client-facing sales environment is preferred.
Full job 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 client experience
Take ownership of your learning, results, and professional growth
Why you’re set up for success:
· 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, 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.
· 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
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
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 solutions
Communicate 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
Related keywords
FINRA Series 7FINRA Series 66Life & Health InsuranceFinancial ServicesWealth ManagementClient-facingSalesAdvisoryBranch NetworkFinancial ConsultantInvestment ConsultantClient OutreachRelationship ManagementBusiness DevelopmentCoachingMentorship
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
BrokerageBankingFinancial ConsultingFinancial Products and ServicesPortfolio ManagementAdvisor ServicesRetirement Plan ServicesSpecialty Brokerage Servicesand Mutual Fund Clearing ServicesFinance
How many Retail jobs are open in Tacoma, WA right now?
There are currently 412 open retail positions in Tacoma, WA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Retail roles in Tacoma, WA?
Companies currently hiring include Domino's, Starbucks, Albertsons Companies, Costco Wholesale, Lowe's Companies, Inc., among others. Browse the listings above to see every active employer.
Are there remote or hybrid Retail jobs in Tacoma, WA?
Yes — 5 of the 412 open retail positions offer remote or hybrid work (4 remote, 1 hybrid).
How do I apply for Retail jobs in Tacoma, WA?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.