Investment Consultant
1 day ago
{"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 challenging space. You'll build a book of business through proactive calls to existing 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 a rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. ", "ul": [{"li": "Bachelor's degree or equivalent work-related experience"}, {"li": "Valid and active Series 7 license required"}, {"li": "Valid and active Series 66 (63/65) license required (may be obtained within a 120-day condition of employment)"}, {"li": "Valid and active Life and Health Insurance license is required (may be obtained within a 120-day condition of employment)"}, {"li": "Certified Financial Planner (CFP) certification is preferred"}, {"li": "Minimum of two years of experience in the financial services industry (required)"}, {"li": "Financial business development experience (highly preferred)"}, {"li": "Knowledge of brokerage/banking products and services"}, {"li": "Strong client relationship building experience"}, {"li": "Fluent in Mandarin or Cantonese"}], "h2": "What's in it for you
", "p": "At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on your development mean 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:
", "ul": [{"li": "401(k) with company match and Employee stock purchase plan"}, {"li": "Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions"}, {"li": "Paid parental leave and family building benefits"}, {"li": "Tuition reimbursement"}, {"li": "Health, dental, and vision insurance"}], "p": "By applying, you consent to your information being transmitted by GenZJobs to the Employer, as data controller, through the Employer's data processor SonicJobs.
See SonicJobs Privacy Policy at and Terms of Use
"}
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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...
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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...
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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...
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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...
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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...
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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...
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Investment Consultant
2 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, gaining the skills and experience needed to advance in this challenging space.You'll work...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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 IC, you'll have the opportunity to learn and grow within our organization, working closely with experienced Financial Consultants to develop your skills and expertise.Key ResponsibilitiesBuild a book of business through proactive, outbound...
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Investment Consultant
3 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 You'll DoLearn and grow...
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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 Financial Consultants to build a book of business and deliver unparalleled value and service to our clients.Key...
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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 Financial Consultants to build a book of business and deliver unparalleled value and service to our clients.Key...
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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 Financial Consultants to build a book of business and deliver unparalleled value and service to our clients.Key...
