Investment Consultant- Boise, ID
About The Position
The Investment Consultant (IC) works in Schwab’s Branch Network and is an early-career development role on the path toward becoming a Financial Consultant. The role is designed for someone motivated to learn, comfortable taking initiative, and interested in growing through hands-on experience. The IC develops consulting skills through proactive client outreach, needs-based conversations, and positioning solutions, while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. The position involves building client relationships through timely, accurate, client-focused support; managing outreach, follow-up, and administrative priorities; and working 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 role offers a career path to Financial Consultant and other potential opportunities in leadership, branch roles, service, and support teams. Compensation includes base pay plus performance-related bonus and incentive opportunities.
Requirements
- A valid and active FINRA Series 7 license is required.
- Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance; both are required for the role.
- Demonstrate ownership, persistence, and drive in achieving goals.
- Maintain a growth-oriented mindset and seek opportunities to learn, improve, and contribute to client and business outcomes.
- 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.
- 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.
- Use active listening and thoughtful questioning to understand client needs and identify appropriate solutions.
- Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges.
Nice To Haves
- Relevant experience in financial services or a similar client-facing, sales, or advisory environment.
Responsibilities
- Apply active listening and thoughtful questioning to align solutions with client goals.
- Build relationship management skills through timely, accurate, client-focused support.
- Manage priorities across client 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 the client experience.
- Take ownership of learning, results, and professional growth.
- Take initiative to identify opportunities, expand client relationships, and contribute to business growth.
- Communicate clearly and persuasively to build trust, align on next steps, and guide client decisions.
Benefits
- Four-week live virtual Wealth Management University training program.
- Hands-on branch training and mentorship.
- Career development and opportunities to pursue Financial Consultant, leadership, branch, service, and support roles.
- 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
