Investment Consultant- Menlo Park, CA

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   

As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.  

What you have

Required Qualifications: 

• A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)   

• A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)   
• A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)   

Preferred Qualifications: 

• 2 years of experience in the financial services industry 

• Ability to leverage Business development experience 

• Passion for gaining knowledge of brokerage/banking products and services 

• Openness to build strong client relationships