Investment Consultant

4 weeks ago


Rowland Heights, 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, gaining the skills and experience needed to advance in this challenging space.

You'll work closely with our skilled Financial Consultants, learning how to deliver unparalleled value and service to our clients through collaboration and mentoring. Your role will involve building a book of business through proactive, outbound calls to existing clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions.

We're looking for individuals with a strong client relationship building experience, a valid and active Series 7 license, and a valid and active Series 66 (63/65) license. A valid and active Life and Health Insurance license is also required. Certified Financial Planner (CFP) certification is preferred, as is a minimum of two years of experience in the financial services industry.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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. Apply now to take the first step towards a rich and rewarding career in financial consulting.


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