Investment Consultant - Los Angeles, CA (Downtown)Charles Schwab • Maywood, California, United States
Investment Consultant - Los Angeles, CA (Downtown)
Charles Schwab • Maywood, California, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]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 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
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 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.
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 :
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 ( / hybrid-work) 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 ( / summary-of-benefits) that takes care of the whole you - both today and in the future :
[job_alerts.create_a_job]
Investment Consultant • Maywood, California, United States
[internal_linking.similar_jobs]
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...[show_more] Are you a results-driven Treasury Management professional with a passion for solving complex financial challenges and delivering tailored solutions? We're seeking a high-performing sales consultant...[show_more] 
At Bozzuto, every team member shares a deep commitment to doing good for those around us.We live this each day by designing, building, managing and maintaining one-of-a-kind residences.Whether it&r...[show_more]
No industry can escape digital's disruption, especially not Wealth Management.Today's clients expect a whole new kind of experience that's more informed, more personalized, more transparent; and th...[show_more])
The Disney Legal Department, Intellectual Property group is seeking highly qualified candidates for a position as Sr Counsel, Intellectual Property advising its businesses on trademark, copyright, ...[show_more]
Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online crypto / foreign exchange trading division,...[show_more]
RIA Business Development Consultant.As an RIA Business Development Consultant at AssetMark, you will join an elite group of top performers by successfully creating and managing business partnering ...[show_more]
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” a...[show_more]
Capital Group seeks bright, highly motivated and self-directed individuals for Equity Investment Analyst internship opportunities in Los Angeles.
As a summer associate, you will research companies i...[show_more]
The Los Angeles office of Alston & Bird is looking for team members to support its rapidly expanding Investment Funds team.
A background in investment management and fund formation is required.The i...[show_more] Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...[show_more] 
What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper.
As a Business Banker at First Citizens Bank you will carry on our traditi...[show_more]
Apollo is a high-growth, global alternative asset manager.In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investmen...[show_more]
San Francisco and / or Los Angeles.Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $...[show_more]
UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab.
You are a good fit if you : - Have •...[show_more]
I can succeed as Fixed Income Investment Analyst - US Interest Rates at Capital Group".Capital Fixed Income Investors (CFII) invests across fixed income markets with $500bn of assets under manageme...[show_more] Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...[show_more]
Treasury Management Sales Consultant - Los Angeles / Irvine, CA
BankTalent HQ • Los Angeles, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior Treasury Management Sales Consultant - Los Angeles, San Francisco, Menlo Park, Walnut Creek,
BankTalent HQ • Los Angeles, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Leasing Consultant
Bozzuto • Los Angeles, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Wealth Management Consultant
Accenture • Los Angeles, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior Counsel, IP
The Walt Disney Company (Corporate) • Sylmar, California, USA
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Work From Home : Entry-Level Forex Trader — Long Beach, CA | Full Time
Maverick Currencies • Long Beach, CA
[filters.remote]
[job_card.full_time] +1
[last_updated.last_updated_variable_days] • [promoted]
RIA Business Development Consultant
AssetMark • Long Beach, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Investment Consultant - Los Angeles, CA (Downtown)
Charles Schwab • Glendale, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
MBA Equity Investment Analyst Summer Associate (US)
Capital Group • Los Angeles, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Investment Funds - Associates Los Angeles
Alston & Bird's Antitrust Group • Los Angeles, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Remote Finance / Stock Trader
Maverick Currencies • Long Beach, CA
[filters.remote]
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]
Business Banker
First Citizens Bank • Long Beach, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
2026 Summer Associate, Alternative Aligned Investments (AAA)
Apollo • El Segundo, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Asset Management - Real Estate Investing - Analyst
Morgan Stanley • Los Angeles, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Remote Financial Controller - AI Trainer ($150 per hour)
Mercor • Long Beach, California, US
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Investment Banking - Mid-Cap Investment Banking - Associate
Chase • Los Angeles, CA, US
Fixed Income Investment Analyst - US Interest Rates
Capital Group • West Los Angeles, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Remote Equity / Option Trader
Maverick Currencies • Long Beach, CA
[filters.remote]
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]