Financial Consultant Visa Sponsorship Jobs in California

LOCATION:

San Francisco, CA ; Westlake, TX ; Chicago, IL ; Omaha, NE ; Lone Tree, CO ; Austin, TX

Requisition ID: 2026-120975

Category: Data Analytics and Strategy

Position type: Regular

Pay range: USD $38.46 - $60.10 / Hour

Application deadline: 2026-04-21

INTRODUCTION

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

Charles Schwab's Retail Strategy & Analytics is the internal management consulting group for the Retail business, which is the primary business unit at Schwab, responsible for $18B in revenue, and has 13,000 employees worldwide.

Retail Strategy & Analytics serves as a trusted adviser to the head of the Retail business and the Retail Leadership Team and works on strategic, operational, and analytical issues at the top of senior management's agenda. Our team of roughly 40 professionals is a premier pipeline for diverse and high potential talent, and alumni include senior leaders across the entire firm.

Retail Strategy & Analytics serves two primary functions:

1) Assisting with strategic decisions, operational, and business planning needs for the Retail Leadership Team.

2) Supporting ongoing analytics and reporting needs for the Retail Leadership Team.

This opening is for the Retail Strategy function. Typical projects include growth strategy, market assessment and entry evaluation, M&A and divestiture strategy, and operating model / organizational design.

ROLE AND RESPONSIBILITIES

We are seeking a Senior Specialist who will help shape plans for new initiatives and manage high priority strategy projects.

As a Senior Specialist, you will have the opportunity to:

• Support high‑priority strategy initiatives for Schwab’s Retail business, helping shape recommendations on growth, operating model, and business performance topics
• Partner with senior team members to own analysis and discrete workstreams that inform senior‑level strategic decisions
• Execute structured analyses for large, complex projects, using both quantitative and qualitative problem‑solving approaches
• Develop fact‑based strategic insights by synthesizing data, research, and stakeholder input into clear implications and recommendations
• Influence key strategic decisions through rigorous analysis and compelling storytelling
• Work across a broad range of strategic topics, building a deep and well‑rounded understanding of Schwab’s Retail business
• Collaborate closely with cross‑functional partners, developing strong relationships and credibility across the organization
• Present insights and recommendations to senior leadership, gaining exposure to executive audiences
• Build a strong foundation for an impactful career at Schwab, with opportunities to grow strategic, analytical, and communication skills
• Benefit from minimal travel and a hybrid work environment (will be expected to be on-site 4 days per week)

BASIC QUALIFICATIONS

• 1+ years of full time work experience, preferably in management consulting, financial services, corporate strategy, analytics, or investment banking
• Strong analytical and problem solving skills, including the ability to:
• Gather and synthesize information through research and stakeholder input
• Structure quantitative and qualitative analyses
• Identify key insights and implications (“so what”)
• Translate analysis into clear, actionable recommendations
• Excellent written and verbal communication skills, with the ability to create clear, well structured materials for senior audiences
• Ability to execute work independently or with guidance, across discrete workstreams or modules of larger projects
• Strong interpersonal skills and comfort working in cross functional teams
• High attention to detail, sense of urgency, and proactive working style
• Comfort operating in a fast paced, dynamic environment with evolving priorities
• Working proficiency in PowerPoint and Excel
• Alignment with Schwab’s values and a strong interest in financial services and strategy
• Personally and professionally aligned with Schwab’s vision and values, and a deep interest in financial services

PREFERRED QUALIFICATIONS

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:

• 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

Eligible Schwabbies receive:

• Medical, dental and vision benefits
• 401(k) and employee stock purchase plans
• Tuition reimbursement to keep developing your career
• Paid parental leave and adoption/family building benefits
• Sabbatical leave available after five years of employment