Investment Consultant- Irvine, CA
3 weeks ago
Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.
To learn more about our client offerings visit:
What you haveWe 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.
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
By applying, you consent to your information being transmitted by Disability Solutions to the Employer, as data controller, through the Employer’s data processor SonicJobs.
See SonicJobs Privacy Policy at and Terms of Use at
-
Adjunct Faculty
14 hours ago
Irvine, United States Concordia University - Irvine Ca Full timeJob DescriptionJob DescriptionLocation:Irvine, CAPosition Summary:The Nursing Department at Concordia University Irvine seeks applicants for adjunct faculty positions in the following specialties: medical/surgical, pediatrics, maternal/child, psychiatric/mental health, and gerontology. Responsibilities will include teaching undergraduate courses, supervising...
-
Investment Consultant- Irvine, CA
3 weeks ago
Irvine, CA, United States Charles Schwab Full timePosition Type: Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed...
-
Geological Analyst
5 days ago
Irvine, CA, United States Amgate Investment Fund I, LP Full timeGeological Analyst, Amgate Investment Fund I, LP (Irvine, CA) Req: Bach deg Geology, collect/test/analyze samples, conduct geo surveys, provide guidance, write technical docs, research, lab work, some travel required, Riverside County. Send resumes to JTurco, 930 Roosevelt, Suite 325, Irvine, CA 92620
-
Investment Consultant- Irvine, CA
2 days ago
Irvine, United States Charles Schwab Full timePosition Type: Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking,...
-
Investment Consultant- Irvine, CA
3 weeks ago
Irvine, United States Charles Schwab Full timePosition Type: RegularYour opportunityOur branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking,...
-
Investment Consultant- Irvine, CA
4 days ago
IRVINE, United States Charles Schwab Full timePosition Type: RegularYour opportunityOur branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking,...
-
Investment Consultant- Irvine, CA
3 days ago
Irvine, CA, United States Charles Schwab Full timePosition Type: Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking,...
-
Sr. BSA
2 weeks ago
Irvine, United States Georgia IT Inc Full timeSr. BSA Location: Irvine, CA Duration: Long term (extension based on the performance) Start Date: ASAP Domain: Capital Markets, Investment Management Must Have Minimum 5+ years of experience as IT Business analyst Prior experience of working in Capital Markets domain with Asset Management, Investment Banking organization is preferred Strong BA...
-
Hiring Fair May 15th
5 days ago
Irvine, United States Irvine Auto Retail Inc Full timeJob DescriptionJob DescriptionWe're thrilled to announce that we're expanding our Genesis family with the grand opening of our new store in Irvine, CA, and we want YOU to be a part of it! To express interest, please apply below or express interest to careers@normreeves.com
-
Geological Analyst
6 days ago
irvine, United States Amgate Investment Fund I, LP Full timeGeological Analyst, Amgate Investment Fund I, LP (Irvine, CA) Req: Bach deg Geology, collect/test/analyze samples, conduct geo surveys, provide guidance, write technical docs, research, lab work, some travel required, Riverside County. Send resumes to JTurco, 930 Roosevelt, Suite 325, Irvine, CA 92620
-
Barista at PANDOR BAKERY
3 weeks ago
Irvine, United States PANDOR BAKERY & CAFE in the Irvine Marketplace Full timeJob DescriptionJob DescriptionPandor Bakery & Cafe in the Irvine Market Place in Irvine, CA is adding baristas to our Front of House team. We are located on 13124 Jamboree Road, Irvine. We are talking to candidates that have a minimum of three years experience as a full barista. Have open available from Monday through Sunday 7:00 am to 9:00 pm. They are...
-
Senior Material Compliance Engineer
4 days ago
Irvine, United States Kett Engineering Full timeJob DetailsJob Location Irvine, CA - Irvine, CA Position Type Full Time Salary Range $50.00 - $55.00 Hourly Description Kett Engineering is looking for a Senior Material Compliance Engineer to help our Automotive Customer in Irvine! This will be a mostly remote position with some potential onsite work in Irvine Duties include: Ensure products meet global...
-
SLPA in Irvine, CA
3 weeks ago
Irvine, United States Soliant Full timeMinimum 1+ years speech therapy experience required.Employer: Soliant Location: Close to Irvine, CA Are you enthusiastic about aiding individuals in overcoming communication obstacles? Soliant is currently looking for a proficient and committed Speech-Language Pathologist Assistant (SLPA) to become a part of our team in a school-based environment. As an...
-
Senior Financial Analyst Consultant
6 days ago
Irvine, United States Vaco LLC Full timeJob DescriptionJob DescriptionSenior Financial Analyst Consultant (Contract/Consulting Engagement)Location: Irvine, CAVaco Resources is seeking a highly skilled Senior Financial Analyst Consultant to join our client’s dynamic team in Irvine, CA. This contract-based role is an exceptional opportunity for a seasoned professional who excels in financial...
-
Senior Financial Analyst Consultant
1 week ago
Irvine, United States Vaco LLC Full timeJob DescriptionJob DescriptionSenior Financial Analyst Consultant (Contract/Consulting Engagement)Location: Irvine, CAVaco Resources is seeking a highly skilled Senior Financial Analyst Consultant to join our client’s dynamic team in Irvine, CA. This contract-based role is an exceptional opportunity for a seasoned professional who excels in financial...
-
Medical Director
2 weeks ago
Irvine, United States VCA Animal Hospitals, Inc. Full timeVCA Irvine Blvd Animal Hospital in Irvine, California is seeking a highly experienced Veterinarian to lead our talented team as Medical Director. This is an outstanding opportunity for a motivated veterinarian to continue practicing medicine while es Medical Director, Director, Medical, Animal Care, Healthcare, Benefits
-
Project Manager
3 weeks ago
Irvine, United States Georgia IT Inc Full timeProject Manager Location: Irvine CA - Hybrid Role Duration: 1 year Job description Scope of Work: Provide project management support for existing Depot Activation projects and Depot Activation proposals. 1) Support proposal development a. Gather competitive intelligence, as required b. Gather and document project information and business case assumptions...
-
Performance Software Developer at Irvine, CA
2 days ago
Irvine, United States DBSI Services Full timeJob DescriptionJob DescriptionJob Title: Performance Software Developer Location: Irvine, CA Job Description:Experience - 3-7 Years in performance software developmentExperience in system software design, development integration, and automation, preferably in the semiconductor industry.Proven communication and collaboration, with the ability to work...
-
Commodity Manager
3 weeks ago
Irvine, United States Snap Staffing Full timeJob DescriptionJob DescriptionImmediate Opening for Commodity Manager (Irvine, CA )SNAPSHOT!Are you the type of individual that is motivated by the challenge of a dynamic, complex, yet rewarding career? READ ON!!!! Can you manage strict inventory levels to meet production and delivery times? Looking for a Commodity manager who is passionate about delivering...
-
Regulatory Affairs Consultant
3 days ago
Irvine, United States Redbock - an NES Fircroft company Full timeRegulatory Affairs Consultant Irvine, CA A fast-growing orthopedic Medical Device company in Irvine, CA is in immediate need of a Regulatory Affairs Consultant to support them for approximately 3 months . The consultant will need to work onsite at least 3 days/week . The Regulatory Affairs Consultant will be focused on the hands-on development of a Special...