Investment Consultant, Employee Branch- Westlake, TX
Your Opportunity
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
This position is part of the Employee Branch which is primarily responsible for providing financial planning guidance to Schwab’s employees, and their families to meet their financial needs. Comprehensive financial planning and wealth management on behalf of our employees includes, but is not limited to retirement planning, education planning, investment management, estate planning, equity compensation, deferred compensation, active investing, banking, insurance, and lending needs. In this role, Investment Consultants provide guidance built upon the firm’s philosophy, policies, and guidelines in meeting the needs of our employees.
What you have
Required Qualifications:
- Bachelor's degree is required, or relevant work experience.
- Active and valid FINRA Series 7 license is required
- Active and valid FINRA Series 66 (63/65) license is required (license(s) may be obtained under a condition of employment)
- Active and valid insurance – Life and Health (may be obtained under a 120 day condition of employment)
- Proven success in developing and managing client relationships
- Strong industry and market knowledge
Preferred Qualifications:
- CFP preferred
- Portfolio level advice experience preferred
- Knowledge of Schwab benefits preferred
- Excellent consultative, interpersonal and communication skills
In addition to the salary range, this role is also eligible for bonus opportunities.
What’s in it for you
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 insurance
What you are good at
What you have
Required Qualifications:
- Bachelor's degree is required, or relevant work experience.
- Active and valid FINRA Series 7 license is required
- Active and valid FINRA Series 66 (63/65) license is required (license(s) may be obtained under a condition of employment)
- Active and valid insurance – Life and Health (may be obtained under a 120 day condition of employment)
- Proven success in developing and managing client relationships
- Strong industry and market knowledge
Preferred Qualifications:
- CFP preferred
- Portfolio level advice experience preferred
- Knowledge of Schwab benefits preferred
- Excellent consultative, interpersonal and communication skills
In addition to the salary range, this role is also eligible for bonus opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.