Investment Consultant: Path to Financial Consultant

Charles Schwab Corporation; Webster (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus and incentive opportunities

Job summary

Charles Schwab Corporation is hiring an Investment Consultant in the Branch Network to help clients take ownership of their financial futures. You will learn through Wealth Management University, receive mentoring, and grow toward a Financial Consultant role within a collaborative, client-first culture.

The role emphasizes outreach, needs-based conversations, and solution positioning with ongoing coaching, plus opportunities for bonus and incentive compensation as you develop.

Qualifications

• A valid and active FINRA Series 7 license required.
• Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role.
• Relevant experience in financial services or a 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

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance license

Job description

Charles Schwab Corporation is hiring an Investment Consultant in the Branch Network to help clients take ownership of their financial futures. You will learn through Wealth Management University, receive mentoring, and grow toward a Financial Consultant role within a collaborative, client-first culture.

The role emphasizes outreach, needs-based conversations, and solution positioning with ongoing coaching, plus opportunities for bonus and incentive compensation as you develop.