Position Type: RegularYour opportunityAt 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 goalsBuild relationship management skills through timely, accurate, client-focused supportManage priorities effectively across outreach, follow-up, and administrative workDemonstrate resilience and motivation in achieving individual and team goalsCollaborate with Financial Consultants and branch leaders to enhance clientexperienceTake ownership of your learning, results, and professional growthWhy you're set up for success:• Schwab Training and DevelopmentStart 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 PathingThe 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
Not specified in the original listing.
Not specified in the original listing.
Charles Schwab is a financial services company that provides brokerage, banking, and investment advisory services. It is known for its innovative approach in the financial industry and its commitment to client success and financial wellness. Read More