Investment Consultant - Los Angeles, CA (Downtown)

Charles Schwab

Bell, CA, 90201, USA

Finance
Full-time
Investment Consultant
Financial Services
Series 7 License

Our job summary

The Investment Consultant role at Schwab is an entry-level position designed to develop skills and experience in financial consulting within the branch network. The consultant builds client relationships through proactive outreach, leveraging licensing and financial product knowledge to identify client needs and opportunities. This role serves as a stepping stone toward becoming a Financial Consultant, with strong emphasis on learning, mentoring, and business development in the financial services industry.

Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network atthe ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’llobserve our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.

What you have

Required Qualifications:

A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)

A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)

A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)

Preferred Qualifications:

2 years of experience in the financial services industry

Ability to leverage Business development experience

Passion for gaining knowledge of brokerage/banking products and services

Openness to build strong client relationships

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

About Charles Schwab

Charles Schwab is a different kind of investment services firm - one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Social Media DisclosuresBrokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose ValueThe Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments. This profile is designed for U. S. residents. Non-U. S. residents are subject to country-specific restrictions. Learn more about our services for non-U. S. residents.© 2016 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited. Usage will be monitored. For additional information and disclosure please visit:

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