Investment Consultant - Westlake, OH

About the role

Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance—including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.

You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship‑building and communication skills will help deepen client connections and create meaningful impacts in the lives of the people and communities you serve.

Training and Development

To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four‑week virtual experience led by live facilitators, followed by an immersive week‑long bootcamp to connect with peers and learn from experts. After completing Wealth Management University, your individualized development continues through hands‑on training and mentorship within your branch. You’ll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals.

Career Path

Schwab’s four‑level Financial Consultant track offers a clear path for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your community. You’ll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time.

Compensation

This position offers a competitive base salary complemented by a performance‑driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time.

Requirements

• Valid and active FINRA Series 7 license (required)
• FINRA Series 66 (or 63/65) – to be obtained or acquired during tenure
• Life & Health Insurance license – to be obtained or acquired during tenure
• CFP® certification is a plus (tuition reimbursement and internal CFP Cohort Program available for candidates pursuing the designation)

Skills

• Business Development – proactive warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business.
• Community Engagement – sharing and discussing market conditions, sound investing principles, and wealth strategies with clients.
• Investor Experience – delivering outstanding service while advancing personal professional development in Wealth Management.
• Relationship Building – establishing trust, applying focused client communication strategies, and exceeding client expectations.
• Investment Strategies & Financial Planning – managing wealth across retirement, education, investment management, banking & lending, insurance & risk, and estate planning.
• Adaptability – ability to implement change as market and business conditions evolve.

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
• Culture of trust and collaboration that supports continuous learning and meaningful work