Investment Consultant - San Diego, CA
About The Position
At Schwab, the Investment Consultant (IC) works in the Branch Network and takes a critical first step 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 from experienced Financial Consultants through coaching, mentoring, and real-time feedback. The position builds relationship-management skills by providing timely, accurate, client-focused support and aligning solutions with client goals. The IC manages outreach, follow-ups, and administrative responsibilities; works with Financial Consultants and branch leaders to improve the client experience; and takes ownership of learning, results, and professional development. Schwab provides a four-week live virtual Wealth Management University program, followed by hands-on branch training and mentorship. The role offers a path toward a Financial Consultant position, as well as the possibility of exploring leadership, expanded branch roles, or opportunities in service and support teams. Compensation includes base pay and performance-related bonus and incentive opportunities.
Requirements
- Hold a valid and active FINRA Series 7 license.
- Currently hold or obtain the FINRA Series 66 license, or the Series 63 and Series 65 licenses.
- Hold or obtain Life & Health Insurance licensure.
- Demonstrate strong 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.
- 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.
- Communicate clearly and persuasively to build trust, align on next steps, and guide client decisions.
- Take initiative, demonstrate resilience and resourcefulness, and pursue goals while navigating challenges.
Nice To Haves
- Relevant experience in financial services or a similar client-facing, sales, or advisory environment is preferred.
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.
- Conduct proactive client outreach, needs-based conversations, and solution positioning.
- Participate in training, coaching, mentoring, and ongoing professional development.
- Identify opportunities to expand client relationships and contribute to business growth.
Benefits
- Four-week live virtual Wealth Management University training program.
- Hands-on branch training, mentorship, coaching, and guidance from managers, peers, and mentors.
- Career development path toward a Financial Consultant position and opportunities to explore leadership, expanded branch roles, or service and support teams.
- Base pay plus performance-related bonus and incentive opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
