Financial Advisor

2 weeks ago

Seal Beach, California, United States Charles Schwab Full time

Your Opportunity

Join our esteemed branch network, an integral part of the Investor Services division, dedicated to delivering expert guidance to individuals and families regarding their financial aspirations. This includes areas such as retirement planning, educational funding, investment management, estate planning, active investing, managed banking, and lending solutions.

To explore our comprehensive client offerings, please visit: Charles Schwab - Investor Services.

What You Bring

We prioritize exceptional performance, outstanding service, and the capability to implement the Schwab strategy effectively. Key qualifications include:

  • A bachelor’s degree or equivalent professional experience
  • A valid and active Series 7 license is mandatory
  • A valid and active Series 66 (63/65) license is required (may be obtained within a 120-day employment condition)
  • A valid and active Life and Health Insurance license is essential (may be obtained within a 120-day employment condition)
  • Certified Financial Planner (CFP) certification is advantageous
  • A minimum of two years of experience in the financial services sector is required
  • Experience in financial business development is highly preferred
  • Familiarity with brokerage and banking products and services
  • Proven experience in building strong client relationships

In accordance with SAFE Act regulations, all employees involved in residential loan mortgage originations must register with the NMLS registry system and maintain good standing. Registration and compliance with the required SAFE Act background check and registration process will be necessary.

What We Offer

At Schwab, we are dedicated to fostering our employees' personal and professional growth. Our supportive culture and focus on your development equip you with the necessary tools to make a meaningful impact in the finance sector. Our Hybrid Work and Flexibility model reflects our commitment to workplace adaptability, client service, and the importance of in-person collaboration.

We provide a competitive benefits package designed to support your overall well-being—both now and in the future:

  • 401(k) plan with company match and Employee Stock Purchase Plan
  • Paid time off for vacations, volunteering, and a 28-day sabbatical after every five years of service for eligible roles
  • Paid parental leave and family-building benefits
  • Tuition reimbursement programs
  • Comprehensive health, dental, and vision insurance

Schwab is an affirmative action employer, committed to hiring and advancing qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you require reasonable accommodations during the application process due to a disability, please reach out to Human Resources for assistance.

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