Your opportunity
In addition to the salary range, this role is eligible for bonus or incentive opportunities. Review our Investment Professionals’ incentive structure to understand the compensation framework for Schwab professionals.
At Schwab, you have the chance to make a meaningful impact on your career. Our culture blends innovative thinking with collaborative problem solving to challenge the status quo and transform the financial industry. The branch team is central to helping clients take control of their financial futures. In this role, you will provide financial guidance to clients while building lasting relationships based on trust and shared goals, and you will have opportunities to shape your own professional growth within a supportive, diverse environment with multiple career paths.
As a Financial Consultant, you will work with Schwab clients to deliver wealth management and financial planning advice. Over time, you will grow your practice through asset consolidation, networking, and client referrals. If you already hold a securities license, enjoy working in a team setting, and share our commitment to client service, this role may be a strong fit.
Position details
Location: San Antonio, TX 78206 | Position Type: Regular
What you have
- A valid and active FINRA Series 7 license is required
- During your tenure, you must obtain or acquire FINRA Series 66 (63/65) and Life & Health Insurance
Preferred qualifications
- Ability to establish and deepen client relationships, foster trust, and exceed expectations through focused client communication
- Willingness to leverage Schwab specialists, follow Schwab advice guidelines, apply market knowledge, and inspire clients to progress toward their goals
- openness to managing wealth for clients across Retirement Planning, Education Planning, Investment Management, Banking and Lending, Insurance and Risk Management, and Estate Planning
- Adaptability to changing market and business conditions
- Passion for community engagement and discussing market conditions, sound investing principles, and long-term strategies tailored to individual situations
- Desire to deliver an outstanding investor experience while pursuing ongoing professional development in Wealth Management
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
Pursuant to SAFE Act requirements, all employees involved in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to complete the SAFE Act background check and registration process.
What’s in it for you
At Schwab, you can shape your future through meaningful work, continuous learning, and a culture of trust and collaboration that helps you develop skills with lasting impact.
- 401(k) with company match and Employee Stock Purchase Plan
- Paid time off for vacation, volunteer activities, and a 28-day sabbatical after every five years of service for eligible positions
- Paid parental leave and family-building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
