Financial Consultant
2 weeks ago
At Charles 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.
Key Responsibilities- Provide financial guidance to clients while forming lasting relationships built on trust, respect, and reaching a common goal.
- Grow your practice holistically through client asset consolidation, networking, and earning client referrals.
- Work with a team of Schwab specialists to leverage our expertise and provide exceptional client service.
- Stay up-to-date on market trends and industry developments to provide informed advice to clients.
- A valid and active FINRA Series 7 license is required.
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance is required during your tenure on the job.
- Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy.
- Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
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.
-
Financial Consultant
3 weeks ago
Rowland Heights, California, United States Charles Schwab Full timeUnlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on development mean you'll get the tools you need to make a positive difference in the finance industry.We're seeking a talented Financial Consultant to join...
-
Financial Consultant
3 weeks ago
Rowland Heights, California, United States Charles Schwab Full timeUnlock Your Potential as a Financial Consultant at Charles SchwabAt Charles 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're seeking a talented Financial...
-
Investment Consultant
7 days 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 at the ground floor.Key Responsibilities:Build a book of business through proactive, outbound...
-
Investment Consultant
2 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 learn...
-
Investment Consultant
2 weeks ago
Rowland Heights, California, United States Charles Schwab Full timeUnlock Your Potential as an Investment Consultant at Charles SchwabAre you looking for a challenging and rewarding career in financial consulting? Do you have a passion for helping clients achieve their financial goals? As an Investment Consultant at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network, working closely...
-
Investment Consultant
1 day 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
7 days 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
1 day 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
1 day 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
6 days 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
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. 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
2 days 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
2 days 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 timeJob SummaryWe are seeking a highly motivated and results-driven Investment Consultant to join our team at Charles Schwab. As an Investment Consultant, you will be responsible for building and maintaining relationships with existing clients, identifying new business opportunities, and providing exceptional customer service.Key ResponsibilitiesBuild and...
-
Investment Consultant
3 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 experienced Financial Consultants to build a book of business and deliver unparalleled value and service to our clients.Key...
-
Investment Consultant
2 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 experienced Financial Consultants to build a book of business and deliver unparalleled value and service to our clients.Key...
-
Investment Consultant
2 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 skilled Financial Consultants to deliver unparalleled value and service to our clients.Key ResponsibilitiesBuild a book of...
-
Vehicle Contracts Administrator
2 months ago
Rowland Heights, California, United States Chevrolet of Puente Hills Full timePosition Overview:This role involves managing and processing all documentation related to vehicle sales and leases. Responsibilities encompass various aspects of contract management, financing, trade-ins, and after-market products.Key Responsibilities:Input all transactions into the accounting system.Compile and submit deal packages to financial...
-
Specialty Sales Representative
17 hours ago
Rowland Heights, California, United States Target Full timeAbout TargetTarget is a Fortune 50 company with over 400,000 team members worldwide, operating as one of America's leading retailers. Our purpose is to help all families discover the joy of everyday life, and we prioritize relationships, fuel growth opportunities, and succeed as one Target team.Job SummaryWe're seeking a Style Consultant to join our team,...
-
Investment Consultant
2 weeks ago
Hacienda 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. 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.What We're Looking ForA Bachelor's...