Investment Consultant - Menlo Park, CA | Menlo Park, CA, USA

Charles Schwab is hiring an Investment Consultant in Menlo Park, CA. This regular full-time position offers a pathway to become a Financial Consultant, focusing on building client relationships through proactive outreach. Required qualifications include active Series 7 and Series 66 licenses, and a Life and Health Insurance license. The role emphasizes professional growth, mentorship, and collaboration within a supportive company culture.
Investment Consultant - Menlo Park, CA

Position Type: Regular 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.  

As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role. What you have

 Required Qualifications:
• A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)  
• A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)  
• A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)  

Preferred Qualifications:
• 2 years of experience in the financial services industry
• Ability to leverage Business development experience
• Passion for gaining knowledge of brokerage/banking products and services
• Openness to build strong client relationships
What’s in it for you

At 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 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 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