Current jobs related to Investment Consultant - Menlo Park, California - Charles Schwab

  • Investment Consultant Role

    6 days ago

    Menlo Park, California, United States Charles Schwab Full time

    Your OpportunitySchwab empowers its employees to make an impact on their careers, where innovative thought meets creative problem-solving to transform the finance industry.As an Investment Consultant at Schwab, you'll have the chance to learn and grow within our Branch Network. This role provides the exposure and experience needed to advance in the...

  • Talent Acquisition Lead for Private Equity Firm

    4 weeks ago

    Menlo Park, California, United States Hunter SF Full time

    OverviewHunter SF is seeking a highly skilled Talent Acquisition Lead to join their Private Equity Firm in Menlo Park, CA. This key hire will build deep relationships with world-class operators to accelerate investment pace and create value in the existing and future portfolio.Responsibilities:Identify and break-in with attractive new investment...

  • Data Associate

    4 weeks ago

    Menlo Park, California, United States Krah Full time

    The Investor Relations team at Krah is dedicated to delivering exceptional client experiences for our trusted Limited Partners.The primary function of this role is to provide data and analysis to support the investor relations and capital formation activities of Krah.We're seeking a data enthusiast who can extract insights from numbers and is intrigued by...

  • Senior Counsel

    1 month ago

    Menlo Park, California, United States The William and Flora Hewlett Foundation Full time

    About the FoundationThe William and Flora Hewlett Foundation is a leading philanthropic organization that invests in creative thinkers and problem solvers working to ensure that people, communities, and the planet can flourish. Our mission is to advance a more just and equitable society, and we achieve this by harnessing society's collective capacity to...

  • Leasing Consultant

    7 hours ago

    Menlo Park, United States Sares-Regis Group Full time

    Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.Leasing ConsultantJob Locations: US-CA-Menlo Park | US-CA-Northern CaliforniaJob ID: 2024-4959Category: Customer Service/SupportLocation: US-CA-Menlo ParkLocation Name: Middle PlazaOverviewWe are growing!Sares Regis Group of Newport Beach,...

  • Investment Consultant

    2 months ago

    Highland Park, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Investment Consultant

    1 day ago

    Orland Park, United States Fidelity TalentSource LLC Full time

    Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.Job Description:Investment ConsultantYou joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader...

  • Investment Consultant

    4 days ago

    orland park, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Investment Consultant

    5 days ago

    orland park, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Investment Consultant

    3 days ago

    orland park, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Investment Consultant

    19 hours ago

    Orland Park, United States Fidelity TalentSource LLC Full time

    Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.Job Description:Investment ConsultantYou joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader...

  • Investment Consultant

    4 days ago

    orland park, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • VP/Principal

    3 weeks ago

    Menlo Park, United States Selby Jennings Full time

    Job DescriptionJob DescriptionCompany OverviewThey are a leading growth equity firm specializing in investments in high-potential enterprises across various sectors, with a keen focus on the enterprise software industry. They pride themselves on our ability to identify and support companies during their critical growth stages.Job SummaryThey are seeking an...

  • Tax Consultant

    2 weeks ago

    overland park, United States Jobot Consulting Full time

    Want to learn more about this role and Jobot Consulting? Click our Jobot Consulting logo and follow our LinkedIn page!Job details100% Remote Tax Consulting Opportunity in Green Energy!!!This Jobot Consulting Job is hosted by John ArmelAre you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.Salary $100 - $150 per hourA Bit...

  • Tax Consultant

    2 months ago

    Overland Park, United States Jobot Consulting Full time

    Want to learn more about this role and Jobot Consulting? Click our Jobot Consulting logo and follow our LinkedIn page!Job details100% Remote Tax Consulting Opportunity in Green Energy!!!This Jobot Consulting Job is hosted by John ArmelAre you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.Salary $100 - $150 per hourA Bit...

  • Talent Group Lead, Private Equity Firm

    1 month ago

    Menlo Park, United States Hunter SF Full time

    Overview:Our client makes control investments in lower middle market, typically founder / owner-operator led business across economy. They have a uniquely long-term capital base, and targets category-leaders with durable business models, strong elements of recurring revenue, and secular growth trends undergirding their market segments. The team has decades...

  • Fidelity TalentSource LLC | Investment Consultant

    7 days ago

    orland park, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Fidelity TalentSource LLC | Investment Consultant

    3 days ago

    orland park, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • User Experience

    1 week ago

    Menlo Park, United States Robert Half Full time

    Job DescriptionJob DescriptionOur FinTech client is looking for a User Experience (UX) Researcher to join them remotely for 40hr/wk, 6 months.RESPONSIBILITIESProactively and independently identify high-impact questions Answer those questions with a strong command of qualitative and quantitative methods, using the right methods at the right time and...

  • Sr Wealth Advisor

    2 months ago

    Menlo Park, United States Mercer Global Advisors Inc. Full time $240,000 - $300,000

    Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’...

  • financial consultant

    1 week ago

    Schiller Park, United States Randstad Full time

    financial consultant. chicago , illinois posted october 29, 2024 job details summary $72 - $80 per hour temp to perm bachelor degree category business and financial operations occupations referenceAB_4637975 job details Are you ready to your accounting and finance expertise in a dynamic, fast-paced environment? This is a great opportunity to oversee...

  • Senior Network Engineer

    6 months ago

    Menlo Park, United States developrec Full time

    Senior Network & Cloud Engineer, CCNP Cisco AWS Network Menlo Park - Hybrid onsite (4 days a week)DetailsRate; $70-$75 hourly12 month contract40 hour working week12-9pm PSTW2 ContractSummary: My client is world known Investment Management business with offices in over 16 countries worldwide who are growing our their Infrastructure and Technical Ops team, and...

  • Administrative Coordinator

    2 weeks ago

    Winter Park, United States PCE Investment Bankers Inc Full time

    Administrative CoordinatorDescription PCE, a financial services firm, is seeking an experienced full-time Administrative Coordinator. The coordinator's responsibilities include: Managing office communications, including mail, phone, and email Maintaining the company calendar, including scheduling and coordinating meetings Handling Accounts Receivable (A/R)...

  • Talent Group Lead, Private Equity Firm

    4 weeks ago

    menlo, United States Hunter SF Full time

    Overview:Our client makes control investments in lower middle market, typically founder / owner-operator led business across economy. They have a uniquely long-term capital base, and targets category-leaders with durable business models, strong elements of recurring revenue, and secular growth trends undergirding their market segments. The team has decades...

Investment Consultant

1 month ago

Menlo Park, California, United States Charles Schwab Full time

Your opportunity

At Charles Schwab, you'll have the chance to make a meaningful impact on your career. Our innovative approach combines creative problem-solving with a passion for helping others, driving us to challenge the status quo and transform the finance industry together.

As an Investment Consultant (IC) at Schwab, you'll have the opportunity to learn and grow within our Branch Network at the ground floor.

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 Financial Consultants and learn how to deliver unparalleled value and service through collaboration and mentoring.

If you're seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.

Required Qualifications:
  • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
  • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
  • A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
  • 2 years of experience in the financial services industry
  • Ability to leverage Business development experience
  • Passion for gaining knowledge of brokerage/banking products and services
  • Openness to build strong client relationships
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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace.