You look at the world differently. So do we.
As a Financial Consultant at Schwab, you'll have the power to make a difference in your clients' lives. We believe in a plan-based approach—one that allows you to offer clear, transparent, and actionable advice you can feel good about. Here, we believe you can build a career worth owning.
Let our reputation be your advantage
For over 45 years, Schwab has been innovating ways to help clients turn goals into achievements. It's what we're known for and why we are one of the largest firms in the industry—and growing.
Our approach to wealth management
When you join Schwab as a Financial Consultant, you'll receive extensive training in our modern approach to wealth management. Then, we'll launch your practice with existing Schwab clients.
Determine your course.
We'll give you full access to a broad range of support, specialists, and products, enabling you to deliver objective advice and helping to grow your practice.
Recent college graduate?
Schwab has developmental programs to help ambitious self-starters prepare for a career as a Financial Consultant.
Hear why Colleen made it her mission to help people with their financial success.
Find your passion
"I have a passion for working with women in financial transition."
- Colleen O'Brien is a Financial Consultant in San Ramon, California.
Simple guitar music plays.
Onscreen text: Colleen O’Brien
Colleen: [Showing old photos] This was the day I got married, and this was my mom and dad. The wedding was the best day of my life till my kids were born. Becoming a mom was scary. A lot of unknown. I got divorced when they were ages seven and five, and it was the hardest thing I’ve ever had to go through. I was working full-time. And being a single parent definitely impacted the path that my career took.
Music switches to more upbeat guitar music. Colleen is at her workplace.
When I got into this business thirty years ago, it really was to help people with their financial success. And I have a passion for working with women in transition. I definitely took that on as a personal mission because I could see the value based on what I had gone through.
Colleen on the phone: “So if you’re okay with that, let me know…”
I deal with women of a lot of different ages shifting their focus to be more involved in their financial matters. They are concerned and looking for somebody to listen to them. I break things down in a way that allows them to see that they can do this on their own.
Colleen shakes a client’s hand: “Thanks for coming in, Michelle, so good to see you…”
I think I look at my transition the way a lot of women may look at theirs. I think I was a strong, capable person when I decided to get married. I think I was a strong, capable person when I got divorced. And I think that most people know they’ll get through it, but they need people around them to help them.
When you partner with a financial consultant at Schwab, you get somebody that helps keep you on your path. And when a woman in transition comes through to the other side and understands what’s going on in her financial situation, that’s empowering to me. That motivates me to continue to want to do the work that I do.
Onscreen text: Charles Schwab. Own your tomorrow .
Financial Consultants and Branch Managers may only conduct business with residents of the states for which they are properly licensed.
There are eligibility requirements to work with a dedicated Financial Consultant.
Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.
Brokerage Products: Not FDIC-Insured. No Bank Guarantee. May Lose Value.
The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.
All customers/clients appearing in this video are fictitious, are portrayed by actors, and are not Schwab clients.
©2014 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
CS21138-05 (1114-7115) (11/14)
Based on a survey by the Korn Ferry Hay Group of 4,000 respondents comprising corporate executives, directors, and analysts. The respondents were asked to select the 10 companies they admired most from a list compiled according to selection criteria established by Fortune and Korn Ferry Hay Group.