Investment Consultant, Employee Branch- Westlake, TX
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Before you apply
Salary$63k – $90k
LocationWestlake, Texas, United States
Work modeon-site
Typefull-time
SeniorityMid
EquityIncluded
Company size10,000+ people
PostedOct 29, 2026 · 5d ago
Verified live11h ago
At a glanceSummarised by Seekless from the posting.
Bachelor's degree is required, or relevant work experience
Active and valid FINRA Series 7 license is required
Active and valid FINRA Series 66 (63/65) license is required (license(s) may be obtained under a condition of employment)
Active and valid insurance – Life and Health (may be obtained under a 120 day condition of employment)
Proven success in developing and managing client relationships
Strong industry and market knowledge
CFP preferred
Portfolio level advice experience preferred
Knowledge of Schwab benefits preferred
Excellent consultative, interpersonal and communication skills
Benefits
401(k)
Employee stock purchase plan
Sabbatical
Paid parental leave
Tuition reimbursement
Health insurance
Dental insurance
Vision insurance
Your opportunity
About the company
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
This position is part of the Employee Branch which is primarily responsible for providing financial planning guidance to Schwab’s employees, and their families to meet their financial needs. Comprehensive financial planning and wealth management on behalf of our employees includes, but is not limited to retirement planning, education planning, investment management, estate planning, equity compensation, deferred compensation, active investing, banking, insurance, and lending needs. In this role, Investment Consultants provide guidance built upon the firm’s philosophy, policies, and guidelines in meeting the needs of our employees.
What you have
Required Qualifications:
•
Bachelor’s degree is required, or relevant work experience.
•
Active and valid FINRA Series 7 license is required
•
Active and valid FINRA Series 66 (63/65) license is required (license(s) may be obtained under a condition of employment)
•
Active and valid insurance – Life and Health (may be obtained under a 120 day condition of employment)
•
Proven success in developing and managing client relationships
•
Strong industry and market knowledge
Preferred Qualifications:
•
CFP preferred
•
Portfolio level advice experience preferred
•
Knowledge of Schwab benefits preferred
•
Excellent consultative, interpersonal and communication skills
Benefits
In addition to the salary range, this role is also eligible for bonus opportunities.
What’s in it for you
At 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.
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 plan
•
Paid time for vacation, volunteering, and 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