Investment Consultant - Pittsburgh, PA (Downtown)

About the role

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 toward becoming a Financial Consultant. The 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.

Responsibilities

• 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 the client experience.
• Take ownership of your learning, results, and professional growth.

Training and Development

Start with Wealth Management University—a four‑week, live virtual program designed to build your foundation for success. Afterward, continue development through hands‑on training and mentorship in your branch, partnering with your manager, peers, and mentors for guidance aligned to your goals.

Career Path

The Investment Consultant role provides a strong foundation for growth, with a clear path to a Financial Consultant position for those looking to deepen client relationships, business‑development skills, and financial expertise. Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams. You’ll be supported by leaders who invest in your growth and continuous development over time.

Pay

In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

Qualifications

• Valid and active FINRA Series 7 license (required).
• Current or ability to obtain FINRA Series 66 (or 63/65) license and Life & Health Insurance license (both required for this role).
• Relevant experience in financial services or a similar client‑facing, sales, or advisory environment (preferred).

Skills

• Motivation: Demonstrate strong ownership, persistence, and drive in achieving goals; maintain a growth‑oriented mindset.
• Adaptability: Actively seek, receive, and apply feedback; 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.
• Influencing Others: Use active listening and thoughtful questioning to understand client needs; communicate clearly and persuasively to build trust 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.

Benefits

• 401(k) with company match and Employee Stock Purchase Plan.
• Paid time for vacation, volunteering, and a 28‑day sabbatical after every 5 years of service (eligible positions).
• Paid parental leave and family‑building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.