Investment Consultant -Upland, CA at Charles Schwab Inc.

Investment Consultant Opportunity

At 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 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 positioningwhile 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 goals

Build relationship management skills through timely, accurate, client-focused support

Manage priorities effectively across 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 client experience

Take ownership of your learning, results, and professional growth

Why you're set up for success:

Schwab Training and Development Start with Wealth Management Universitya 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 Pathing

The 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, and financial expertise.

Schwab also supports a "choose your own adventure" approachempowering you to explore leadership, expanded branch roles, or opportunities across service and support Classification: Schwab Internal teams. You'll be supported by leaders who invest in your growth and continuous development over time.

Competitive Compensation In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

What You Have

The expertise you bring:

A valid and active FINRA Series 7 license required

Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role.

Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred

The skills you bring:

Motivation Demonstrate strong ownership, persistence, and drive in achieving goals Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and contribute to client and business outcomes

Adaptability Actively seek, receive, and apply feedback to strengthen performance Adapt to evolving client needs, business priorities, and new information with a flexible, solutions-oriented approach

Time Management Effectively 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

Influencing Others

Use active listening and thoughtful questioning to understand client needs and identify appropriate solutions Classification: Schwab Internal Communicate clearly and persuasively to build trust, align on next steps, and guide client decisions

Entrepreneurial Orientation

Take initiative to identify opportunities, expand client relationships, and contribute to business growth Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges