Investment Consultant- Rowland Heights, CA
1 month ago
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 at the 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’ll observe 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 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
- Fluent in Mandarin or Cantonese
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
-
Investment Consultant
3 weeks ago
Rowland Heights, California, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly motivated and results-driven Investment Consultant to join our team at Charles Schwab in Rowland Heights, CA. As an Investment Consultant, you will play a critical role in building and maintaining relationships with existing clients, identifying new business opportunities, and delivering exceptional customer service.Key...
-
Investment Consultant
3 weeks ago
Rowland Heights, California, United States Charles Schwab Full timeUnlock Your Potential as an Investment Consultant at Charles SchwabAre you passionate about helping individuals achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? Look no further than Charles Schwab's Investment Consultant role!About the OpportunityAs an Investment Consultant at Schwab, you...
-
Investment Consultant
3 weeks ago
Rowland Heights, California, United States Charles Schwab Full timeUnlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, working closely with our skilled Financial Consultants to deliver unparalleled value and...
-
Investment Consultant
4 weeks ago
Rowland Heights, California, United States Charles Schwab Full timeUnlock Your Potential as an Investment Consultant at Charles SchwabAre you passionate about helping clients achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? As an Investment Consultant at Charles Schwab, you will have the opportunity to build a successful career in financial consulting and...
-
Investment Consultant
3 weeks ago
Rowland Heights, United States Charles Schwab Full timeUnlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, laying the foundation for a successful career in financial consulting.Key...
-
Investment Consultant
3 weeks ago
Rowland Heights, California, United States Charles Schwab Full timeUnlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. 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.You'll work...
-
Investment Consultant
3 weeks ago
Rowland Heights, California, United States Charles Schwab Full time{"h2": "Your Opportunity at Schwab ", "p": "At Charles Schwab, you'll have the chance to make a meaningful impact on your career. Our innovative and collaborative culture empowers you to think creatively and drive results. As an Investment Consultant, you'll learn and grow within our Branch Network, gaining exposure and experience to advance in this...
-
Investment Consultant
4 weeks ago
Rowland Heights, California, United States Charles Schwab Full timeUnlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, laying the foundation for a rewarding career in financial consulting.This role provides the...
-
Investment Consultant
1 month ago
Rowland Heights, California, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly motivated and results-driven Investment Consultant to join our team at Charles Schwab. As an Investment Consultant, you will play a critical role in building and maintaining relationships with existing clients, identifying new business opportunities, and delivering exceptional customer service.Key ResponsibilitiesBuild...
-
Investment Consultant- Rowland Heights, CA
1 month ago
Rowland Heights, United States Charles Schwab Full timePosition 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...
-
Speech Language Pathologist
2 months ago
Rowland Heights, United States Soliant Full timeJob DescriptionJob DescriptionMinimum 1+ years speech therapy experience required.Job Title: School Speech-Language PathologistCompany: SoliantLocation:Rowland Heights, CAJob Description: Soliant is looking for a skilled and compassionate Speech-Language Pathologist (SLP) to join our team and work within various school districts. The ideal candidate will be...
-
Speech Language Pathologist
2 months ago
Rowland Heights, United States Soliant Full timeJob DescriptionJob DescriptionMinimum 1+ years speech therapy experience required.Job Title: School Speech-Language Pathologistpany: SoliantLocation:Rowland Heights, CAJob Description: Soliant is looking for a skilled and passionate Speech-Language Pathologist (SLP) to join our team and work within various school districts. The ideal candidate will be...
-
Speech Language Pathologist Assistant
3 weeks ago
Rowland Heights, California, United States ProCare Therapy Full timeJob DescriptionProCare Therapy is seeking a qualified Speech Language Pathology Assistant (SLPA) to join one of our trusted school districts in Rowland Heights, CA for the 2024-2025 school year.Assist licensed speech-language pathologists in conducting assessments to evaluate clients' communication and swallowing disorders.Provide direct therapy services to...
-
Investment Consultant- Rowland Heights, CA
2 weeks ago
Rowland Heights, CA, United States Charles Schwab Full timePosition 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...
-
School Based Speech Language Pathologist
1 month ago
Rowland Heights, United States Soliant Full timeJob DescriptionJob DescriptionMinimum 1+ years speech therapy experience required.Soliant Health is seeking a dedicated Speech Language Pathologist (SLP) interested in a school-based position in the Rowland Heights, CA area. The SLP will have the opportunity to provide services to students in grades K-12. See job details below for more information.Job...
-
School Based Speech Language Pathologist
1 month ago
Rowland Heights, United States Soliant Full timeJob DescriptionJob DescriptionMinimum 1+ years speech therapy experience required.Soliant Health is seeking a dedicated Speech Language Pathologist (SLP) interested in a school-based position in the Rowland Heights, CA area. The SLP will have the opportunity to provide services to students in grades K-12. See job details below for more information.Job...
-
Part-time Caregiver in Rowland Heights
1 month ago
Rowland Heights, California, United States Nightingale Senior Care Full timeNightingale Senior Care: A Compassionate Caregiver OpportunityWe are seeking a dedicated and empathetic Caregiver to provide one-on-one in-home care for our clients in Rowland Heights.Why Choose Nightingale Senior Care?Weekly Pay: Receive your paycheck every Friday via direct depositReferral Bonus Program: Earn bonuses for helping our family grow (clients...
-
Investment Consultant
4 weeks ago
Hacienda Heights, California, United States Charles Schwab Full timeAbout the RoleWe're seeking a talented Investment Consultant to join our Branch Network team at Charles Schwab. As an Investment Consultant, you'll have the opportunity to learn and grow within our organization, working closely with our Financial Consultants to build a book of business and deliver unparalleled value and service to our clients.Key...
-
Investment Consultant
1 month ago
Hacienda Heights, California, United States Charles Schwab Full timeAbout the RoleWe're seeking a talented Investment Consultant to join our Branch Network team at Charles Schwab. As an Investment Consultant, you'll have the opportunity to learn and grow within our organization, working closely with our Financial Consultants to build a book of business and deliver unparalleled value and service to our clients.Key...
-
Investment Consultant
1 month ago
Hacienda Heights, California, United States Charles Schwab Full timeAbout the RoleWe're seeking a talented Investment Consultant to join our Branch Network team at Charles Schwab. As an Investment Consultant, you'll have the opportunity to learn and grow within our organization, working closely with our Financial Consultants to build a book of business and deliver unparalleled value and service to our clients.Key...