3 Days Left: Investment Consultant -Oakland
Company: Charles Schwab
Location: Oakland
Posted on: June 25, 2025
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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, we’re committed to
empowering our employees’ personal and professional success. Our
purpose-driven, supportive culture, and focus on your development
means you’ll get the tools you need to make a positive difference
in the finance industry. 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
Keywords: Charles Schwab, San Rafael , 3 Days Left: Investment Consultant -Oakland, Accounting, Auditing , Oakland, California
