Investment Consultant - Studio City, CA
About The Position
As an Investment Consultant in Schwab’s Branch Network, you’ll build core consulting skills and take an initial step toward a potential Financial Consultant role. The position focuses on proactive client outreach, needs-based conversations, solution positioning, and client-focused support. You’ll learn alongside experienced Financial Consultants through coaching, mentoring, and real-time feedback, while taking ownership of your learning, results, and professional growth. The role calls for initiative, curiosity, resilience, and a willingness to learn. You’ll manage outreach, follow-ups, and administrative responsibilities while collaborating with Financial Consultants and branch leaders to enhance the client experience. Schwab provides a four-week live virtual Wealth Management University program, followed by hands-on branch training and mentorship. The position offers career development opportunities, including a path to Financial Consultant and the possibility of exploring leadership, expanded branch roles, or opportunities in service and support teams. Compensation includes base pay as well as performance-linked bonus and incentive opportunities.
Requirements
- A valid and active FINRA Series 7 license is required.
- Must currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance licenses.
- Strong ownership, persistence, and drive in achieving goals.
- A growth-oriented mindset and willingness to learn, improve, and contribute to client and business outcomes.
- Ability to receive and apply feedback and adapt with a flexible, solutions-oriented approach.
- Ability to prioritize and manage multiple responsibilities, stay organized in a fast-paced environment, and meet deadlines.
- Active listening, thoughtful questioning, and clear, persuasive communication skills to build trust and guide client decisions.
- Initiative, resilience, and resourcefulness in identifying opportunities and navigating challenges.
Nice To Haves
- Relevant experience in financial services or a similar client-facing, sales, or advisory environment.
Responsibilities
- Use active listening and thoughtful questions to align solutions with client goals.
- Build relationship management skills by providing timely, accurate, client-focused support.
- Manage priorities across client outreach, follow-up, and administrative work.
- Demonstrate resilience and motivation in pursuing individual and team goals.
- Collaborate with Financial Consultants and branch leaders to enhance the client experience.
- Take ownership of learning, results, and professional growth.
- Seek opportunities to expand client relationships and contribute to business growth.
- Apply feedback and adapt to evolving client needs, business priorities, and new information.
Benefits
- Four-week live virtual Wealth Management University training program.
- Hands-on branch training, mentorship, and ongoing professional development.
- Career pathing opportunities, including a potential path to Financial Consultant and opportunities in leadership, expanded branch roles, service, and support.
- Bonus and incentive opportunities tied to performance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
