Investment Consultant- Seal Beach, CA

1 day ago


Seal Beach, California, United States Charles Schwab Full time
Unlock Your Potential as an Investment Consultant at Charles Schwab

At 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.

The Investment Consultant 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.

What You'll Need
  • 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
What's in it for You

At Schwab, 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

By joining our team, you'll be part of a purpose-driven, supportive culture that's committed to empowering your personal and professional success.


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