Investment Consultant- Mission Viejo, CA

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 int

o 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'l

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.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include :

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)

Certified Financial Planner (CFP) certification is preferred

Minimum of two years of experience in the financial services industry (required)

Financial business development experience (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 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.

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