Investment Consultant - San Francisco, CA (West Portal)

Your opportunity

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.

What you have

Required Qualifications

• A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
• A valid and active Series 66 (63 / 65) license required (license(s) may be obtained under a condition of employment)
• A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)

Preferred Qualifications

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. 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 :

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