About this position
Position Type: Regulartheir 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 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 clientexperience Take ownership of your learning, results, and professional growth
Why you’re set up for success:
Schwab Training and Development
Start with Wealth Management University —a four-week, live virtual programdesigned 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
path to a Financial Consultant position for those looking to deepen client relationships,business development skills “choose your own adventure", and financial expertise. 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 toperformance.
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 & HealthInsurance, 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
Maintain a growth-oriented mindset, seeking opportunities to learn, improve, andcontribute to client and business outcomes
Adaptability
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
appropriate solutionsCommunicate 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 tobusiness growth At 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.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insuranceLocation and commute
5600 Spalding Dr, Peachtree Corners, GA 30092.
Plan your route with Google Maps. Travel times and transportation options vary; confirm the work location with the employer before commuting.
How to apply
Review the vacancy and complete the application on the employer or recruitment partner’s website. Requisition ID: WJ-2990366579.