Investment Consultant - Growth Path to Financial Advisor

Charles Schwab Corporation; San Diego (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Charles Schwab Corporation in San Diego seeks an Investment Consultant (IC) within the Branch Network. You’ll start hands-on, with proactive client outreach, needs-based conversations, and solution positioning as you learn toward becoming a Financial Consultant.

You’ll gain coaching from experienced colleagues, with a four-week Wealth Management University program and ongoing mentorship, building relationship skills, time management, and growth opportunities toward leadership roles.

Qualifications

• Valid FINRA Series 7 license required.
• Series 66 (63/65) license and Life & Health Insurance licenses required.
• Financial services experience or client-facing sales/advisory background preferred.

Responsibilities

• Apply active listening and questions to align solutions with client goals.
• Build relationship management skills through timely client-focused support.
• Manage priorities 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 learning, results, and professional growth.

Skills

Active listening

Relationship building

Time management

Communication

Sales aptitude

Adaptability

Entrepreneurial mindset

Education

FINRA Series 7 license

FINRA Series 66 license (63/65)

Life & Health Insurance license

Job description

Charles Schwab Corporation in San Diego seeks an Investment Consultant (IC) within the Branch Network. You’ll start hands-on, with proactive client outreach, needs-based conversations, and solution positioning as you learn toward becoming a Financial Consultant.

You’ll gain coaching from experienced colleagues, with a four-week Wealth Management University program and ongoing mentorship, building relationship skills, time management, and growth opportunities toward leadership roles.