Charles Schwab · 16 hours ago
Investment Consultant- Newport Beach, CA
Newport Beach, CA
Full-time
Onsite
Entry Level
2+ years expCharles Schwab is a company that empowers individuals to impact their careers and transform the finance industry. They are seeking an Investment Consultant to learn and grow within their Branch Network, where the role includes building a book of business through proactive calls to clients and delivering high-quality service through collaboration and mentoring.
Financial Services
Responsibilities
Learn and grow within the Branch Network
Build a book of business through proactive, outbound calls to existing Schwab clients
Uncover opportunities through needs-based analysis and position appropriate products and solutions
Observe skilled Financial Consultants and learn how to deliver unparalleled value and service through collaboration and mentoring
Qualification
Required
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Minimum of two years of experience in the financial services industry (required)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Preferred
Certified Financial Planner (CFP) certification is preferred
Financial business development experience (highly preferred)
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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2025-09-28
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