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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
nfutures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to
nholistic financial guidance including investing, retirement readiness, and education goals—serving
nas 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
nrelationships and grow your practice. Your relationship-building and communication skills will help
ndeepen client connections and create meaningful impacts into the lives of the people and
ncommunities you serve.
n• Schwab Training and Development
nTo set you up for success, you’ll complete our comprehensive training through Wealth
nManagement University, a four-week virtual experience led by live facilitators, followed by
nan immersive weeklong bootcamp to connect with peers and learn from experts.
nAfter completing Wealth Management University, your individualized development
ncontinues through hands-on training and mentorship within your branch. You’ll collaborate
nclosely with your branch manager, experienced peers, and dedicated mentors who provide
nguidance tailored to your unique background and career goals.
n• Career Pathing
nAs your career evolves, Schwab’s four-level Financial Consultant track offers a clear path
nfor advancement, recognition, and leadership—empowering you to shape your future and
nmake a difference for yourself, your clients, and your community.
nYou’ll be supported by leaders who champion your development, invest in continuous
nlearning, and empower you to expand your skills and responsibilities over time.
n• Competitive Compensation
nThis position offers a competitive base salary complemented by a performance-driven
nincentive plan, providing unlimited earning potential from day one. As you continue to build
nrelationships and grow your book of business, your compensation will increase—rewarding
nyour commitment and tenure in the role with greater earning opportunities over time.
nInvestment Professionals' Compensation | Charles Schwab
nWhat you have
nThe expertise you bring:
n• A valid and active FINRA Series 7 license required
n• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will
nbe required during your tenure on the job.
n• CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we
nencourage your professional development with Tuition Reimbursement and our internal
nCFP Cohort Program)
nThe skills you bring:
n• Business Development
nProactively engage in warm outreach to existing and prospective clients, maintaining
nconsistent sales activity to grow the book of business and strengthen client relationships.
nPassion for community engagement to share and engage clients in discussion about market
nconditions, sound investing principles, and ideal wealth and long-term investment
nstrategies for their personal situation.
nDesire to provide outstanding investor experience in addition to furthering your own
nprofessional development in Wealth Management
n• Relationship Building
nAbility to build strong relationships, engage and encourage trust, and deepen the client
nrelationship by applying a focused client communication strategy, and exceeding client
nexpectations.
nStrong candidates will also learn to leverage our team of Schwab specialists, Schwab
nadvice guidelines, your knowledge of the markets, and your ability to inspire action to help
nyour clients’ progress toward achieving their goals.
n• Investment Strategies and Financial Planning
nOpenness to manage wealth on behalf of our clients including: Retirement Planning,
nEducation Planning, Investment Management, Banking & Lending Management, Insurance
n& Risk Management, and Estate Planning.
nAbility to adapt and implement change as the market and business conditions evolve
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
n
nnPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
n
nnPaid parental leave and family building benefits
n
nnTuition reimbursement
n
nnHealth, dental, and vision insurance
n
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
milpitas, CA, 95035, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.