Investment Consultant- Tulsa

Your opportunity

At Schwab, you’ll make an impact on your career while helping clients take ownership of

their financial futures. In a collaborative, inclusive environment, you’ll build 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’ll take 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’ll develop 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 timely, accurate, 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 growth

Why You’re Set Up For Success

Schwab Training and Development

Start 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 mentorship in

your branch, partnering with your manager, peers, and mentors for guidance aligned to

your goals.

Career Pathing

The Investment Consultant role provides a strong foundation for growth, with a clear

path to a Financial Consultant position for those looking to deepen client relationships,

business development skills “choose your own adventure", and financial expertise.

Schwab also supports a approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support

teams. You’ll be supported by leaders who invest in your growth and continuous

development over time.

Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to

performance.

What you have

The Expertise You Bring

A valid and active FINRA Series 7 license required Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health

Insurance, both of which are required for this role.

Relevant experience in financial services or a similar client-facing, sales, or advisory

environment preferred

The Skills You Bring

Motivation

Demonstrate strong ownership, persistence, and drive in achieving goals

Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and

contribute to client and business outcomes

Adaptability

Actively seek, receive, and apply feedback to strengthen performance

Adapt to evolving client needs, business priorities, and new information with a flexible,

solutions-oriented approach

Time Management

Effectively prioritize and manage multiple responsibilities, including client outreach,

follow-ups, and ongoing development

Stay organized and focused in a fast-paced environment to meet deadlines and deliver

consistent results

Influencing Others

Use active listening and thoughtful questioning to understand client needs and identify

appropriate solutions

Communicate clearly and persuasively to build trust, align on next steps, and guide

client decisions

Entrepreneurial Orientation

Take initiative to identify opportunities, expand client relationships, and contribute to

business growth

Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges

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 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