Investment Consultant

1 month ago


Huntington 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 growth. As an Investment Consultant, you'll have the opportunity to learn and develop within our Branch Network, laying the foundation for a successful career in financial consulting.

This role provides exposure and experience in building a book of business through proactive, outbound calls to existing clients, identifying opportunities through needs-based analysis, and positioning suitable products and solutions. You'll work closely with our skilled Financial Consultants, learning from their expertise and developing your skills in delivering exceptional value and service.

In addition to a competitive salary, this role is eligible for bonus or incentive opportunities, reflecting our commitment to recognizing and rewarding outstanding performance.

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
  • Financial business development experience is highly preferred
  • Knowledge of brokerage/banking products and services
  • Strong client relationship building experience

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.

What's in It for You

At Charles Schwab, we're dedicated to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive impact 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:

  • 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

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