Investment Consultant- Irvine, CA CA

2 weeks ago


Rancho Santa Margarita, United States Charles Schwab Full time

Position Type: RegularYour 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, and lending needs.



To learn more about our client offerings visit: Charles Schwab - Investor Services.

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.

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


  • Adjunct Faculty

    2 days ago


    Rancho Cucamonga, United States Concordia University - Irvine Ca Full time

    Job DescriptionJob DescriptionLocation: Rancho Cucamonga, CA Position 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...

  • Sales Associate, CA

    4 weeks ago


    Rancho Santa Margarita, United States Dunn-Edwards Full time

    ** Sales Associate, CA Job 467.21** **Job Category****:** Store **Requisition Number****:** SALES06724 Showing 1 location **Job Details** **Description** There are many paint brands in North America, but only one is the best choice. Dunn-Edwards Paints prides itself on superior-performing products; first-class service from hard-working, knowledgeable...


  • Santa Ana, United States Fujifilm Irvine Scientific Full time

    FUJIFILM Irvine Scientific, Inc. (FISI) is a worldwide leader in the innovation and manufacture of cell culture media, reagents, and medical devices for researchers and clinicians. The company provides unrivaled service and quality to scientists working in biopharmaceuticals, cell therapy, regenerative medicine, assisted reproductive technology and...

  • School Psychologist

    3 days ago


    Santa Clarita, CA, United States ProCare Therapy Full time

    Minimum 1+ years school psychologist experience required. ProCare Therapy is seeking a dedicated and passionate School Psychologist to join our team in Santa Clarita, CA. Consult with school staff to promote a positive and inclusive school climate and to address student-related concerns. Stay current on best practices, research, and developments in the...


  • Rancho Cucamonga, United States Priority Ambulance CA Full time

    **Position: Human Resources Generalist** **Location: Rancho Cucamonga, CA** - Priority Ambulance California and CONFIRE, a Joint Power Authority, formed by nine-member fire agencies in San Bernardino County, are parties to a public-private alliance model that will provide emergency and non-emergency ambulance services in portions of San Bernardino County,...

  • Financial Consultant

    3 weeks ago


    Santa Clara, United States Grassi Investment Management Full time

    Grassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking for a Financial Consultant with strong marketing and sales experience. Our ideal candidate would be from a large firm looking to bring their expertise and knowledge to our boutique firm. Candidates must be personable, efficient, organized,...


  • Santa Maria, United States Nirvana Healthcare Full time

    About the job Optometrist Orcutt, CA $140K - $160K Optometrist Orcutt, CA $140K - $160K Optometrist Orcutt, CA Location: Orcutt, CA We are a Privately Owned Practice that is looking to add an Optometrist to our team! We treat patients of all ages! We have a great team and amazing support! Our position is Full Time Open: Monday - Friday: Great Hours No...


  • Santa Maria, United States Nirvana Healthcare Full time

    About the job Optometrist Orcutt, CA $140K - $160K Optometrist Orcutt, CA $140K - $160K Optometrist Orcutt, CA Location: Orcutt, CA We are a Privately Owned Practice that is looking to add an Optometrist to our team! We treat patients of all ages! We have a great team and amazing support! Our position is Full Time Open: Monday - Friday: Great Hours No...


  • Santa Cruz, United States Nirvana Healthcare Full time

    About the job Optometrist Santa Cruz, CA $Open Optometrist (OD) Santa Cruz, CA $Open Location: Santa Cruz, CA We are seeking a professional and dedicated Optometrist to join our excellent team! We are a well-established Private Optometry Office. We are looking for an Optometrist that is passionate about providing patient-focused care to ensure excellent eye...


  • Santa Cruz, United States Nirvana Healthcare Full time

    About the job Optometrist Santa Cruz, CA $Open Optometrist (OD) Santa Cruz, CA $Open Location: Santa Cruz, CA We are seeking a professional and dedicated Optometrist to join our excellent team! We are a well-established Private Optometry Office. We are looking for an Optometrist that is passionate about providing patient-focused care to ensure excellent eye...

  • Sales Consultant

    4 weeks ago


    Rancho Santa Margarita, United States Santa Margarita Toyota Full time

    Job DescriptionJob DescriptionSanta Margarita Auto Group is currently seeking a full-time Sales Consultant for our expanding dealership group! This is the perfect entry level position for individuals looking to get a foot in the door in the automotive industry and learn how sell yourself, your organization, and your product!We're looking for exciting...


  • Rancho Santa Margarita, United States Santa Margarita Ford Full time

    Job DescriptionJob DescriptionSanta Margarita Auto Group is currently seeking a full-time Fleet Sales Consultant for our expanding dealership group! This is the perfect entry level position for individuals looking to get a foot in the door in the automotive industry and learn how sell yourself, your organization, and your product!We're looking for...


  • Santa Monica, United States Alliance Resource Group Full time

    jobs.allianceresourcegroup.com.">jobs.allianceresourcegroup.com."> Job Description Alliance Resource Group has partnered with a privately held investment firm with over $70 B assets under management. They are looking to add a finance and accounting manager to their team due to year over year growth. This role will be pivotal to the growth of the firm and...


  • Rancho Santa Fe, United States L3Harris Technologies Full time

    Job Title: Lead, Power Supply Design Engineer Job Code: 10922Job Location: San Diego, CA (Relocation assistance is available!) Job Description:Step forward and join a fantastic team of electrical engineering professionals designing highly advanced aerospace products! We are seeking an experienced Power Supply Design Engineer with a strong understanding of...


  • Rancho Cucamonga, United States Concordia University - Irvine Ca Full time

    Job DescriptionJob DescriptionImmediate Supervisor: Director of NursingPosition DescriptionThis position is responsible for classroom and clinical instructions and various activities related to the education of nursing students. The full-time position requires a ten- or twelve-month contract.Position RequirementsMust have a clear and current license to...


  • Rancho Cucamonga, United States Concordia University - Irvine Ca Full time

    Job DescriptionJob DescriptionImmediate Supervisor: Director of NursingPosition DescriptionThis position is responsible for classroom and clinical instructions and various activities related to the education of nursing students. The full-time position requires a ten- or twelve-month contract.Position RequirementsMust have a clear and current license to...


  • Rancho Cordova, United States MRG Exams Full time

    Are you a Licensed Audiologist looking to take on an assessment role?Would you find it rewarding to serve the Veteran community?We are looking for an Audiologist to perform medical assessments on United States Veterans as part of the VA's disability benefits process.The Veteran files the claim before they see you. All of their medical records are uploaded...

  • Caregiver PRN Pool

    2 weeks ago


    Rancho Cucamonga, United States CareNow Medical Staffing Full time

    Caregivers needed to fill PRN pool in Rancho Cucamonga. 8 hr shifts available in senior living facility. Day and night available.Must be registered as a Caregiver with the State of California. This can be done online at CA state website for fee of $35.


  • Santa Ana, United States Nirvana Healthcare Full time

    About the job Physician Family $225K - $275K, Santa Ana, CA Physician Family $225K - $275K, Santa Ana, CA Location: Santa Ana, CA Private Practice Bilingual English and Spanish Speaking Is A Plus Wonderful Doctor and Staff! Monday - Friday 9 am - 6 pm Benefit Package New Grads Are Welcome Please Apply By CV or Resume


  • Santa Clara, United States Amazon Web Services, Inc. Full time

    5+ years of developing, negotiating and executing business agreements experience - 5+ years of professional or military experience - Bachelor's degree - Experience developing strategies that influence leadership decisions at the organizational level - Experience managing programs across cross functional teams, building processes and coordinating release...