Investment Consultant - Seattle; Southlake Union), WA

Your 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 (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 client experience
• Take ownership of your learning, results, and professional growth

• Schwab Training and Development
• Career Pathing: clear path to a Financial Consultant role and options for leadership or other service teams
• Competitive Compensation: base pay plus bonus and incentive opportunities tied to performance

Start with Wealth Management University—a four‑week, live virtual program designed to build your foundation for success. Afterwards, 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.

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
• Growth‑oriented mindset – seek opportunities to learn, improve, and contribute to client and business outcomes
• Adaptability – actively seek, receive, and apply feedback; adapt to evolving client needs and business priorities with a flexible, solutions‑oriented approach
• Time Management – effectively prioritize and manage multiple responsibilities, stay organized and focused in a fast‑paced environment
• Influencing Others – use active listening and thoughtful questioning to understand client needs, communicate clearly and persuasively, 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

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. 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.

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 insurance