Investment Consultant- Seal Beach, CA

4 weeks ago


Seal Beach CA, United States Charles Schwab Full time

Position Type: RegularYour opportunity


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.

As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network atthe ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’llobserve our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.

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

What you have


We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

Bachelor’s degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)

A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)

Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process


What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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



  • Seal Beach, CA, United States Charles Schwab Full time

    Position Type: RegularYour opportunity 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. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network...

  • Investment Consultant

    3 weeks ago


    Seal Beach, California, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we empower our employees to make a meaningful impact on their careers. Our innovative and collaborative culture combines creative problem-solving with a passion for transforming the finance industry. As an Investment Consultant, you'll have the opportunity to learn and grow...


  • Seal Beach, California, United States PhyNet Dermatology LLC Full time

    Pacific Dermatology Specialists, a leading dermatology practice in Southern California, is seeking a skilled Dermatologist to join our team in Seal Beach, CA. Our practice offers a unique opportunity for a medical professional to provide high-quality patient care in a supportive and collaborative environment.Key Highlights:Highly competitive compensation...

  • Investment Consultant

    3 weeks ago


    Seal Beach, California, United States Charles Schwab Full time

    About the Role:We're seeking a highly motivated and results-driven Investment Consultant to join our Branch Network at Charles Schwab. As an Investment Consultant, you'll have the opportunity to learn and grow within our organization, developing the skills and expertise needed to succeed in this challenging space.Key Responsibilities:Build a book of business...


  • Seal Beach, United States Charles Schwab Full time

    Position Type: RegularYour opportunity 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.   As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch...


  • Seal Beach, United States Charles Schwab Full time

    Position Type: RegularYour opportunity 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. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch...


  • Seal Beach, United States Soliant Full time

    Job DescriptionJob DescriptionMinimum 1+ years special education experience required.Special Education TeacherPosition: Special Education TeacherLocation:Seal Beach, CAEmployment Type: Permanent PlacementHours: 7.33 hours dailyCaseload: 7 students (TK - 1st grade, moderate to severe needs, extensive support)End Date: Through the school year, with the...


  • Seal Beach, United States Soliant Full time

    Job DescriptionJob DescriptionMinimum 1+ years special education experience required.Special Education TeacherPosition: Special Education TeacherLocation:Seal Beach, CAEmployment Type: Permanent PlacementHours: 7.33 hours dailyCaseload: 7 students (TK - 1st grade, moderate to severe needs, extensive support)End Date: Through the school year, with the...

  • Investment Consultant

    4 weeks ago


    Huntington Beach, California, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional growth. As an Investment Consultant, you'll have the opportunity to learn and develop within our Branch Network, laying the foundation for a successful career in financial consulting.This role provides...


  • Seal Beach, United States Sunbelt Staffing Full time

    Job DescriptionJob DescriptionMinimum 1+ years speech therapy experience required.At Sunbelt, we aim to make life better for those who make lives better. To SLP's who enjoy working with school-aged populations in school settings-we have still have opportunities for you this school year!Sunbelt is accepting candidates in partnership with a wonderful...

  • Investment Consultant

    3 weeks ago


    Virginia Beach, Virginia, United States Charles Schwab Full time

    Unlock your potential as a Financial Services Professional at Charles Schwab. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, gaining the skills and experience needed to advance in this challenging space.Key responsibilities include building a book of business through proactive, outbound calls to existing...

  • Pizza Team Lead

    3 weeks ago


    Seal Beach, California, United States Blaze Pizza Seal Beach Full time

    Job OverviewWe are seeking a skilled Pizza Team Lead to join our team at Blaze Pizza Seal Beach. As a Shift Leader, you will be responsible for maintaining a positive and upbeat attitude to create lively guest interactions while leading your shift to success.Key Responsibilities:Take orders, prepare, and fire pizzas that meet company standardsOperate a...

  • Caregiver

    4 weeks ago


    Seal Beach, California, United States Senior Helpers - Seal Beach Los Alamitos Full time

    About the RoleWe are seeking an experienced caregiver to provide in-home care services to our clients in Cypress, Huntington Beach, Garden Grove, Long Beach, and Seal Beach (Leisure World).Key Responsibilities:Assist clients with daily activities such as bathing, dressing, and grooming.Provide companionship and engage clients in activities such as hobbies,...


  • Seal Beach, California, United States Seal Beach Animal Care Center Full time

    Job SummaryThe Seal Beach Animal Care Center is seeking a reliable and animal-loving Kennel Attendant to join our team. The successful candidate will be responsible for feeding and medicating dogs, cleaning kennels, and maintaining a high standard of cleanliness and animal care.Key Responsibilities:Feed and medicate dogs as neededClean and maintain kennels...


  • Seal Beach, California, United States UnitedHealth Group Full time

    Practice Medicine and Give Back to Your CommunityUnitedHealth Group is seeking a Primary Care Physician to join our team in Orange County, CA. As a clinician-led care organization, we are changing the way clinicians work and live.Key Responsibilities:Collaborate with a multi-disciplinary team of healthcare providersSee patients of all ages, primarily adult...


  • Seal Beach, California, United States Seal Beach Health and Rehabilitation Center Full time

    Job Title: Certified Nursing Assistant - CNASeal Beach Health and Rehabilitation Center is seeking a Certified Nursing Assistant - CNA to join our team. As a CNA, you will play a vital role in providing high-quality care to our residents.Job Summary:The Certified Nursing Assistant will provide routine daily nursing care to residents in accordance with their...


  • Huntington Beach, California, United States Optum CA Full time

    Transforming Healthcare with Optum CAAt Optum CA, we're dedicated to delivering exceptional patient care and improving lives through innovative healthcare solutions. As a Gastroenterologist, you'll play a vital role in our mission to provide high-quality, patient-centered care.Key Responsibilities:Manage care for established patients and new consults,...

  • Caregivers

    4 months ago


    Long Beach, United States Senior Helpers - Seal Beach Los Alamitos Full time

    If you’re looking to work for a company that improves the lives of others, invests in their employees, and provides a welcoming work environment, you should join the Senior Helpers of Seal Beach, Los Alamitos team.By providing care to our clients, our caregivers make a direct impact on helping seniors age in the comfort of their own home.We are currently...


  • Huntington Beach, United States Optum CA Full time

    Combine two of the fastest-growing fields on the planet with a culture of performance, collaboration and opportunity and this is what you get. Leading edge technology in an industry that is improving the lives of millions. Here, innovation is not about another gadget; it is about making health care data available wherever and whenever people need it, safely...


  • Huntington Beach, California, United States BrightStar Care of Huntington Beach, CA Full time

    About the RoleBrightStar Care of Huntington Beach, CA is seeking per diem Caregivers to join our team.ResponsibilitiesProvide a well-rounded mix of activities that include physical, mental, and social engagementEnsure clients' activities of daily living (ADLs) are properly met (e.g. proper hygiene care, dressing, meal preparation, safe transfers when...