Zachary E. Rubio
Austin,TX
Summary
Knowledgeable Investment Consultant with over 2 years of Schwab experience. Successfully brought in over $3,000,000 in net assets, while also contributing to $400,000 in advice in the first 4 months of 2026. Known for collaborative approach and flexibility in day to day operations.
Overview
5
5
years of professional experience
Work History
FSB: Investment Consultant
Charles Schwab
Austin, TX
06.2025 - Current
- Work to assist Financial Consultants with maintaining their books of business
- Educate clients on investment strategies and product offerings to enhance portfolio performance.
- Acquired new assets totaling over 3 million dollars in 2026, contributing to overall financial growth.
- Facilitated extensive MI Discovery efforts to uncover insights from a significant segment of unassigned clients in the branch.
- Assumed responsibilities of multiple financial consultants for extended durations, gaining significant expertise in the role.
FCA: Financial Consultant Academy
Charles Schwab
Westlake, TX
06.2024 - 06.2025
- Work alongside others to achieve all 3 FINRA Exams: (SIE, Series 7, Series 66)
- Assist clients from a service perspective through inbound calls, as a Broker
- Proactively make outbound calls to clients, and convert service into asset conversion opportunities
Client Services Apprentice
Charles Schwab
Westlake, Texas
01.2024 - 06.2024
- Work alongside others to provide world class customer service to clients globally.
- Engaged with multiple departments and speakers to explore effective methods for improving daily effectiveness.
Membership Marketer & Refunds Clerk
Costco Wholesale
College Station, Texas
06.2022 - 06.2024
- Presented and sold hundreds of memberships and contributed almost 1,200,000$ in sales.
- Processed all Returns and will handle thousands of dollars in merchandise on any given day.
Student Worker
Texas A&M AgriLife
College Station, Texas
07.2021 - 06.2022
- Given 11 Months of Ranch Experience
- Learned overall day to day activities on an A&M led cow-calf operation.
Education
Bachelor of Science - Agricultural Economics, Finance and Real Estate
Texas A&M University
College Station, Texas12-2023
Skills
- SIE, Series 7, and Series 66 licensed
- FCA Graduate
- Teamwork and flexibility
- 2 years of Schwab system experience
HONORS (and/or AWARDS)
Holder of 3 FINRA licenses: SIE, Series 7, Series 66
Timeline
FSB: Investment Consultant
Charles Schwab
06.2025 - Current
FCA: Financial Consultant Academy
Charles Schwab
06.2024 - 06.2025
Client Services Apprentice
Charles Schwab
01.2024 - 06.2024
Membership Marketer & Refunds Clerk
Costco Wholesale
06.2022 - 06.2024
Student Worker
Texas A&M AgriLife
07.2021 - 06.2022
Bachelor of Science - Agricultural Economics, Finance and Real Estate
Texas A&M University