Investment Consultant - Los Angeles, CA (Downtown) Job at Charles Schwab, Los Angeles, CA

dTF1OWIxTExrYllKek5kK0lyVmg1UFBxRVE9PQ==
  • Charles Schwab
  • Los Angeles, CA

Job Description

Job Description

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 at the 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’ll observe 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

Job Tags

Similar Jobs

Stsars

OARS Licensed Chemical Dependency Counselor (LCDC) or Counselor Intern (CI) Job at Stsars

Job Title: OARS Licensed Chemical Dependency Counselor (LCDC) or Counselor Intern (CI)Salary Range: Dependent on qualifications and experience...  ...individuals and families requiring assistance dealing with substance abuse problems, such as alcohol or drug abuse, by performing... 

Banner Health

Acute Clinical Staff Pharmacist Job at Banner Health

 ...students.There are also numerous opportunities to collaborate on research as well as the option to obtain free live CE. The inpatient...  ...hours a day, 7 days a week. As an Acute Clinical Staff Pharmacist joining the team, you will become part of an elite professional... 

BASS MEDICAL GROUP

Medical Receptionist Job at BASS MEDICAL GROUP

 ...Experienced Medical Front Office Receptionist A busy, patient-focused medical practice in Walnut Creek is seeking an experienced, highly...  ...who thrives under pressure, has prior medical front office experience, and takes pride in keeping an office running smoothly while... 

Starbucks

mgr engineer ServiceNow Job at Starbucks

 ...Job Description Now Brewing manager, engineering - ServiceNow! #tobeapartner From the beginning, Starbucks set out to be a different kind of company.One that not onlycelebrated coffee and the rich tradition, but that also brought a feeling of connection.... 

Insight Global

Customer Support Representative Job at Insight Global

 ...Must be able to complete Missouri fingerprint check. ~ Experience using phone support systems/call center software (e.g., Five9, Zendesk, Genesys, AWS, Dialpad, Nextiva, Talkdesk). ~1+ years of experience in call center or related field. ~ Associates Degree or Bachelors...