Investment Consultant - San Diego, CA

Charles Schwab; San Diego (CA); Presencial; USD 60 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) match

Employee stock plan

Volunteer time

Sabbatical program

Parental leave

Tuition reimbursement

Health insurance

Resumo da oferta

Schwab is seeking an Investment Consultant in San Diego to help clients take ownership of their financial futures. You’ll learn through Wealth Management University and mentor-guided training while pursuing a path toward Financial Consultant roles.

You will develop core consulting skills through proactive outreach, needs-based conversations, and solution positioning, joining a collaborative, client-first culture that rewards initiative and performance.

Qualificações

• FINRA Series 7 license required.
• FINRA Series 66 license and Life & Health Insurance licenses required.
• Experience in financial services or a client-facing sales/advisory environment preferred.

Responsabilidades

• Apply active listening and thoughtful questioning to understand client needs and align solutions.
• Engage in proactive client outreach and follow-up to build relationships.
• Position solutions to meet client goals and guide next steps.
• Collaborate with Financial Consultants and branch leaders to enhance client experience.
• Take ownership of learning, results, and professional growth.

Conhecimentos

Motivation

Adaptability

Time management

Influencing others

Entrepreneurial orientation

Formação académica

FINRA Series 7 license

FINRA Series 66 license

Life & Health Insurance license

Descrição da oferta de emprego

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 client
  experience
• 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 support
teams. 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 solutions
Communicate clear 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

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance