Position Type
Regular
Your opportunity
In addition to the salary range, this role is eligible for bonus or incentive opportunities. Review our Investment Professionals’ incentive structure here: Investment Professionals' Compensation | Charles Schwab
At Schwab, you’ll have the chance to make a meaningful impact on your career. Innovative thinking meets practical problem solving as we strive to challenge the status quo and transform the finance industry together. Our branch teams lie at the heart of Schwab’s commitment to helping clients own their financial futures. In this role, you’ll provide clients with financial guidance while building lasting relationships grounded in trust, respect, and shared goals. You’ll also have the opportunity to chart your own professional path within a supportive, nurturing culture and a broad range of career opportunities. As a Financial Consultant, you’ll work with existing Schwab clients to deliver wealth management and financial planning guidance. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and referrals. If you currently hold securities licenses, enjoy teamwork, and share our dedication to client service—this role is for you.
What you have
- Required Qualifications: A valid and active FINRA Series 7 license is required.
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance will be required during tenure on the job.
- Preferred Qualifications: Ability to build strong relationships, earn trust, and deepen client relationships by applying a focused client communication strategy and consistently exceeding client expectations.
- Strong candidates will learn to leverage our team of Schwab specialists, Schwab advice guidelines, knowledge of the markets, and the ability to inspire action to help clients progress toward their goals.
- Openness to manage wealth on behalf of clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
- Ability to adapt and implement change as market and business conditions evolve
- Passion for community engagement to discuss market conditions, sound investing principles, and long-term wealth strategies tailored to a client’s personal situation
- Desire to deliver an outstanding investor experience while advancing your own 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, ongoing learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that supports the whole you—today and in the future:
- 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 for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Location
Tysons Corner, VA 22182
