Investment Consultant

2 days ago


Huntington Beach, California, United States Charles Schwab Full time
About the Role

We are seeking a highly motivated and detail-oriented Investment Consultant to join our team at Charles Schwab. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing exceptional service and guidance on investment products and services.

Key Responsibilities
  • Build and maintain strong relationships with existing clients through proactive outreach and needs-based analysis.
  • Develop and implement personalized investment plans to meet clients' unique financial objectives.
  • Stay up-to-date on industry trends and product offerings to provide expert advice and recommendations to clients.
  • Collaborate with other team members to ensure seamless delivery of services and exceptional client experience.
Requirements

To be successful in this role, you will need:

  • A valid and active Series 7 license.
  • A valid and active Series 66 (63/65) license (may be obtained within a 120-day condition of employment).
  • A valid and active Life and Health Insurance license (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.
  • Financial business development experience is highly preferred.
What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. We offer a competitive benefits package, including:

  • 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.

We are an equal opportunity employer and welcome applications from diverse candidates.



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