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Investment Consultant- Honolulu, HI

Charles Schwab Careers

Position Type: RegularYour opportunityAt Schwab, you'llmake an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you'llbuild 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'lltake 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'lldevelop 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 goalsBuild relationship management skills through timelyaccurate, client-focused supportManage priorities effectively across outreach, follow-up, and administrative workDemonstrate resilience and motivation in achieving individual and team goalsCollaborate with Financial Consultants and branch leaders to enhance client experienceTake ownership of your learning, results, and professional growthWhy you'reset up for success:Schwab Training and DevelopmentStart 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 mentorshipin your branch, partnering with your manager, peers, and mentors for guidance aligned to your goals.Career PathingThe Investment Consultant role provides a strong foundationfor growth, with a clear path to a Financial Consultantposition for those looking to deepen client relationships, business development skills, and financial expertiseSchwab also supports a "choose your own adventure"approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams. You'llbe supported by leaders who invest in your growth and continuous development over time.Competitive CompensationIn addition to base pay, this role offers bonus and incentive opportunitiestied to performance.What you haveThe expertiseyou bring:Currently holdor obtain, under a condition of employment, theFINRA Series 7 license requiredCurrently hold or obtain, under a condition of employment,the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are requiredfor this role.Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferredThe skills you bring:Motivation:Own goals with persistence, drive, and a growth mindset focused on continuous improvement and business impact.Adaptability:Apply feedback quickly and adjust to changing client needs, priorities, and information with a flexible, solutions-focused approach.Time Management:Prioritize outreach, follow-up, development, and daily responsibilities to stay organized and deliver consistent results.Influencing Others:Use active listening, thoughtful questions, and clear communication to build trust and guide client decisions.Entrepreneurial Orientation:Take initiative to grow client relationships, pursue opportunities, and navigate challenges with resilience and resourcefulness.What's in it for youAt Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

Vacancy posted 2 days ago
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