Investment Consultant- Seal Beach, CA

Pay range: USD $30.10 - $49.71 / Hour

Your opportunity

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 on the path toward becoming a Financial Consultant. This 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. This is a role where
curiosity, effort, and coachability matter just as much as prior experience.

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

Why you're set up for success:

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

• Career Pathing
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
Classification: Schwab Internal
teams. You'll be supported by leaders who invest in your growth and continuous
development over time.

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

What you have

The expertise you bring:

• A valid and active FINRA Series 7 license required
• Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health

• 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