Position Type: Regular
Your opportunity
In addition to the stated salary range, this position is eligible for bonus or incentive opportunities. To review the Investment Professionals’ incentive structure, please see the Compensation information here: Investment Professionals' Compensation.
At Schwab, you have the power to influence your own career trajectory. Here, innovative thinking meets practical problem solving as we challenge the status quo and drive transformation across the finance industry. Our branch team sits at the heart of helping clients secure their financial futures. In this role, you’ll provide clients with expert financial guidance while building relationships rooted in trust, respect, and shared goals. You’ll also have the opportunity to steer your professional path within a supportive, inclusive culture and a wide range of career opportunities. As a Financial Consultant at Schwab, you’ll work with existing Schwab clients to deliver wealth management and financial planning guidance. Over time, you’ll expand your practice through asset consolidation, networking, and client referrals. If you currently hold your securities license, enjoy collaborating in a team setting, and share our passion for serving clients — this role is for you.
What you have
- Required Qualifications: A valid and active FINRA Series 7 license is required. You will be pursuing or obtaining FINRA Series 66 (63/65) and Life & Health Insurance licenses as part of your tenure.
- Preferred Qualifications: Ability to build strong relationships, foster trust, and deepen client engagement by applying a focused communication strategy and consistently exceeding expectations. You’ll also learn to leverage our team of Schwab specialists, adhere to Schwab advice guidelines, apply market knowledge, and inspire action to help clients progress toward their goals. Willingness to manage wealth on behalf of clients across Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Adaptability to evolving market and business conditions. A passion for community involvement to discuss market conditions, sound investing principles, and long-term wealth strategies tailored to each client. A commitment to delivering an outstanding investor experience while advancing your own professional growth 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, enabling you to develop the skills that make a lasting impact.
- Competitive benefits package supporting today’s well-being and future needs:
- 401(k) with company match and Employee Stock Purchase Plan
- Paid time off for vacation and volunteering, plus 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
Location: Troy, MI 48099
