Schwab Stock Plan Services
Investment Consultant - Menlo Park, CA
Schwab Stock Plan Services, Menlo Park, California, United States, 94029
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Menlo Park, CA
Requisition ID
2025-107694
Category
Financial Planning
Position type
Regular
Pay range
USD $44,900.00 - $85,800.00 / Year
Application deadline
2025-05-23 Apply 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 IC role provides exposure and experience to advance toward becoming a Financial Consultant (FC). You’ll build a book of business through proactive, outbound calls to existing Schwab clients, uncover opportunities via needs-based analysis, and recommend appropriate products and solutions. You’ll observe skilled FCs and learn how to deliver value and service through collaboration and mentoring. If you seek a rewarding career in financial consulting, consider Schwab’s Investment Consultant role. What you have
Required Qualifications
A valid and active Series 7 license (may be obtained under employment conditions) A valid and active Series 66 (63/65) license (may be obtained under employment conditions) A valid and active Life and Health Insurance license (may be obtained under employment conditions) Preferred Qualifications
2 years of experience in financial services Business development skills Interest in brokerage/banking products and services Ability to build strong client relationships What’s in it for you
Schwab is committed to your success. We offer a supportive culture, development tools, and a hybrid work approach balancing flexibility with in-person collaboration. Our benefits include: 401(k) with company match and Employee stock purchase plan Paid vacation, volunteering, and a 28-day sabbatical after 5 years Paid parental leave and family benefits Tuition reimbursement Health, dental, and vision insurance Share this opportunity via: Facebook LinkedIn Twitter Email Additional benefits
Medical, dental, and vision benefits Retirement plans Career development support Paid family leave and sabbatical options Job Details
Seniority level:
Entry level Employment type:
Full-time Job function:
Finance and Sales Referrals can increase your interview chances at Schwab Stock Plan Services. Get notified about new Investment Advisor jobs in
Menlo Park, CA . Other similar roles: San Jose, CA $110,000 - $130,000 San Mateo, CA $100,000 - $250,000
#J-18808-Ljbffr
Requisition ID
2025-107694
Category
Financial Planning
Position type
Regular
Pay range
USD $44,900.00 - $85,800.00 / Year
Application deadline
2025-05-23 Apply 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 IC role provides exposure and experience to advance toward becoming a Financial Consultant (FC). You’ll build a book of business through proactive, outbound calls to existing Schwab clients, uncover opportunities via needs-based analysis, and recommend appropriate products and solutions. You’ll observe skilled FCs and learn how to deliver value and service through collaboration and mentoring. If you seek a rewarding career in financial consulting, consider Schwab’s Investment Consultant role. What you have
Required Qualifications
A valid and active Series 7 license (may be obtained under employment conditions) A valid and active Series 66 (63/65) license (may be obtained under employment conditions) A valid and active Life and Health Insurance license (may be obtained under employment conditions) Preferred Qualifications
2 years of experience in financial services Business development skills Interest in brokerage/banking products and services Ability to build strong client relationships What’s in it for you
Schwab is committed to your success. We offer a supportive culture, development tools, and a hybrid work approach balancing flexibility with in-person collaboration. Our benefits include: 401(k) with company match and Employee stock purchase plan Paid vacation, volunteering, and a 28-day sabbatical after 5 years Paid parental leave and family benefits Tuition reimbursement Health, dental, and vision insurance Share this opportunity via: Facebook LinkedIn Twitter Email Additional benefits
Medical, dental, and vision benefits Retirement plans Career development support Paid family leave and sabbatical options Job Details
Seniority level:
Entry level Employment type:
Full-time Job function:
Finance and Sales Referrals can increase your interview chances at Schwab Stock Plan Services. Get notified about new Investment Advisor jobs in
Menlo Park, CA . Other similar roles: San Jose, CA $110,000 - $130,000 San Mateo, CA $100,000 - $250,000
#J-18808-Ljbffr