Investment Consultant

2 weeks ago


Hacienda 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. 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 For
  • A Bachelor's degree or equivalent work-related experience
  • 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 (required)
  • Financial business development experience (highly preferred)
  • Knowledge of brokerage/banking products and services
  • Strong client relationship building experience
What 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

Join our team of dedicated professionals who are passionate about delivering exceptional client experiences and driving business growth. If you're looking for a challenging and rewarding career in financial consulting, we encourage you to apply for this exciting opportunity.


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