Investment Consultant: Path to Financial Advisor

Charles Schwab; Webster (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in the United States is seeking an Investment Consultant to build client relationships, learn core advisory skills, and explore a path toward becoming a Financial Consultant through hands-on experience in a branch environment.

You’ll develop through Wealth Management University and ongoing mentorship, with opportunities to advance into leadership, expanded branch roles, or broader service and support teams, while contributing to a client-first culture.

Qualifications

• A valid and active FINRA Series 7 license is required.
• Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both required for this role.
• Relevant experience in financial services or similar client-facing environment preferred.

Responsibilities

• 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 learning, results, and professional growth.

Skills

Ownership

Motivation

Adaptability

Time Management

Influencing Others

Entrepreneurial Orientation

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance license

Job description

Charles Schwab in the United States is seeking an Investment Consultant to build client relationships, learn core advisory skills, and explore a path toward becoming a Financial Consultant through hands-on experience in a branch environment.

You’ll develop through Wealth Management University and ongoing mentorship, with opportunities to advance into leadership, expanded branch roles, or broader service and support teams, while contributing to a client-first culture.