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Job description
Your opportunity
nSchwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.
nWhy you’re set up for success
nYou’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve.
nSchwab Training and Development
nnnTo set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
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nnAfter completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You’ll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals.
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n nCareer Pathing
nnnAs your career evolves, Schwab’s four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your community.
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nnYou’ll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time.
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n nCompetitive Compensation
nnThis position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time.
n nInvestment Professionals' Compensation | Charles Schwab (
nWhat you have
nThe expertise you bring:
nnnA valid and active FINRA Series 7 license required
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nnObtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
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nnCFP® Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program)
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n nThe skills you bring:
nBusiness Development: Proactively engage existing and prospective clients through warm outreach, consistent sales activity, and community engagement to grow relationships and support long-term financial needs.
nRelationship Building: Build trust through focused client communication, strong follow-through, and collaboration with Schwab specialists to help clients progress toward their goals.
nInvestment Strategies and Financial Planning: Apply planning and investment knowledge across retirement, education, banking and lending, insurance, estate planning, and evolving market conditions.
nWhat’s in it for you
nAt Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
nWe offer a competitive benefits package ( that takes care of the whole you – both today and in the future:
nnn401(k) with company match and Employee stock purchase plan
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nnPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
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nnPaid parental leave and family building benefits
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nnTuition reimbursement
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nnHealth, dental, and vision insurance
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n nWhat’s in it for you:
nAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
nWe offer a competitive benefits package that takes care of the whole you – both today and in the future:
n401(k) with company match and Employee stock purchase plan
nPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
nPaid parental leave and family building benefits
nTuition reimbursement
nHealth, dental, and vision insurance
nSchwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
Worksite address
metairie, LA, 70011, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.