Investment Consultant - Path to Financial Consultant

Charles Schwab Corporation; San Diego (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Bonus and incentive opportunities

Job summary

Charles Schwab Corporation in San Diego seeks an Investment Consultant (IC) to help clients take ownership of their financial futures. In a collaborative, client-first environment, you'll learn on the job, build relationships, and grow your skills toward becoming a Financial Consultant.

You'll develop core consulting skills through proactive outreach, needs-based conversations, and solution positioning, with coaching from experienced consultants who mentor you along the way.

Qualifications

• FINRA Series 7 license required
• FINRA Series 66 (63/65) license and Life & Health Insurance required
• Relevant experience in financial services or similar client-facing, sales, or advisory 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 your learning, results, and professional growth

Skills

Motivation

Adaptability

Time Management

Influencing Others

Entrepreneurial Orientation

Job description

Charles Schwab Corporation in San Diego seeks an Investment Consultant (IC) to help clients take ownership of their financial futures. In a collaborative, client-first environment, you'll learn on the job, build relationships, and grow your skills toward becoming a Financial Consultant.

You'll develop core consulting skills through proactive outreach, needs-based conversations, and solution positioning, with coaching from experienced consultants who mentor you along the way.