Investment Consultant - Seattle (Southlake Union), WA

Proactively reach out to clients through needs-based conversations and solution positioning to build meaningful relationships and drive business growth. Apply active listening and thoughtful questioning to align financial solutions with client goals while managing priorities across outreach, follow-ups, and administrative work. Collaborate with experienced Financial Consultants and branch leaders to enhance the client experience, taking ownership of your learning, results, and professional development. This role serves as a critical first step toward becoming a Financial Consultant within Schwab's Branch Network, supported by a four-week virtual training program and ongoing mentorship.