Investment Consultant- San Carlos, CA

Charles Schwab Corporation; San Carlos (CA); On-site; USD 70,000 - 105,000; Full time

Job summary

Charles Schwab Corporation is seeking an Investment Consultant in its Branch Network to help clients take ownership of their financial futures. You will learn on the job, work with experienced Financial Consultants, and develop core consulting skills through outreach and needs-based conversations.

The role emphasizes initiative, coachability, and the ability to balance client needs with branch goals, while training through Wealth Management University and mentorship opportunities.

Qualifications

• FINRA Series 7 license required
• Current or able to obtain FINRA Series 66 (63/65) license + Life & Health Insurance license

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

Active listening

Questioning

Relationship building

Time management

Influencing others

Entrepreneurial orientation

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 clientexperience
• Take ownership of your learning, results, and professional growth

Why you’re set up for success:

• Schwab 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 “choose your own adventure”, and financial expertise.

  Schwab also supports a approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and supportteams. 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
• 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

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 solutionsCommunicate 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