Position Type: Regular
Location: Bellevue, WA 98005
Your opportunity
In addition to the salary range, this position is eligible for bonus or incentive opportunities. Review our Investment Professionals’ incentive structure here: Investment Professionals' Compensation | Charles Schwab.
At Schwab, you have the chance to influence your career through innovative thinking and practical problem solving, helping us challenge the status quo and reshape the finance industry together. The branch team sits at the core of our commitment to empowering clients to take control of their financial futures. In this role, you’ll provide clients with financial guidance while building enduring relationships grounded in trust, respect, and shared goals. You’ll also have the opportunity to steer your own professional journey within our supportive, collaborative culture and diverse career paths.
As a Financial Consultant, you will work with Schwab’s existing client base, delivering wealth management and financial planning guidance. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and referrals. If you already hold a securities license, enjoy collaborative work, and share our dedication to serving clients—this role is for you.
What you have
- A valid and active FINRA Series 7 license is required.
- You will obtain or acquire FINRA Series 66 (63/65) license and Life & Health Insurance credentials during your tenure.
Preferred Qualifications
- Ability to build strong relationships, foster trust, and deepen client engagement by applying a focused client communication strategy, consistently exceeding expectations.
- Willingness to leverage our team of Schwab specialists, follow Schwab advice guidelines, apply market knowledge, and motivate clients toward their goals.
- Openness to manage wealth for clients across Retirement Planning, Education Planning, Investment Management, Banking & Lending, Insurance & Risk Management, and Estate Planning.
- Ability to adapt and implement change as market and business conditions evolve.
- Passion for community engagement and for guiding clients in discussions about market conditions, sound investing principles, and tailored long-term strategies.
- Desire to deliver an outstanding investor experience while pursuing ongoing professional development in Wealth Management.
What’s in it for you
At Schwab, you’re empowered to shape your future. We support your growth through meaningful work, continuous learning, and a culture of trust and collaboration—helping you develop the skills to make a lasting impact.
- 401(k) with company match and Employee Stock Purchase Plan.
- Paid time off for vacation, volunteering, 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.
