Charles Schwab
Join to apply for the
Investment Consultant -Cupertino
role at
Charles Schwab 2 days ago Be among the first 25 applicants Join to apply for the
Investment Consultant -Cupertino
role at
Charles Schwab 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
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Charles Schwab by 2x Get notified about new Investment Advisor jobs in
Cupertino, CA . Sunnyvale, CA $56,000.00-$72,000.00 1 week ago San Jose, CA $56,000.00-$72,000.00 2 weeks ago San Jose, CA $300,000.00-$400,000.00 1 week ago Private Market Advisor, UHNW and Family Offices
San Jose, CA $49,920.00-$100,000.00 2 days ago San Jose, CA $100,000.00-$200,000.00 1 month ago Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
Pleasanton, CA $80,000.00-$100,000.00 1 month ago Campbell, CA $56,000.00-$72,000.00 16 hours ago San Jose, CA $90,000.00-$120,000.00 7 months ago San Francisco Bay Area $100,000.00-$250,000.00 2 weeks ago San Jose, CA $125,000.00-$175,000.00 3 weeks ago J.P. Morgan Wealth Management - Private Client Advisor - Santa Clara, CA (Homestead and Kiely)
Pleasanton, CA $100,000.00-$200,000.00 1 month ago San Jose, CA $105,800.00-$174,610.00 1 week ago Mountain View, CA $204,500.00-$276,500.00 1 week ago Mountain View, CA $70,000.00-$130,000.00 4 days ago San Jose, CA $90,000.00-$120,000.00 2 weeks ago Mountain View, CA $147,000.00-$184,000.00 19 hours ago J.P. Morgan Wealth Management – Private Client Advisor - Silicon Valley, CA and Surrounding areas
Foster City, CA $150,000.00-$225,000.00 2 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Investment Consultant -Cupertino
role at
Charles Schwab 2 days ago Be among the first 25 applicants Join to apply for the
Investment Consultant -Cupertino
role at
Charles Schwab 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
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Charles Schwab by 2x Get notified about new Investment Advisor jobs in
Cupertino, CA . Sunnyvale, CA $56,000.00-$72,000.00 1 week ago San Jose, CA $56,000.00-$72,000.00 2 weeks ago San Jose, CA $300,000.00-$400,000.00 1 week ago Private Market Advisor, UHNW and Family Offices
San Jose, CA $49,920.00-$100,000.00 2 days ago San Jose, CA $100,000.00-$200,000.00 1 month ago Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
Pleasanton, CA $80,000.00-$100,000.00 1 month ago Campbell, CA $56,000.00-$72,000.00 16 hours ago San Jose, CA $90,000.00-$120,000.00 7 months ago San Francisco Bay Area $100,000.00-$250,000.00 2 weeks ago San Jose, CA $125,000.00-$175,000.00 3 weeks ago J.P. Morgan Wealth Management - Private Client Advisor - Santa Clara, CA (Homestead and Kiely)
Pleasanton, CA $100,000.00-$200,000.00 1 month ago San Jose, CA $105,800.00-$174,610.00 1 week ago Mountain View, CA $204,500.00-$276,500.00 1 week ago Mountain View, CA $70,000.00-$130,000.00 4 days ago San Jose, CA $90,000.00-$120,000.00 2 weeks ago Mountain View, CA $147,000.00-$184,000.00 19 hours ago J.P. Morgan Wealth Management – Private Client Advisor - Silicon Valley, CA and Surrounding areas
Foster City, CA $150,000.00-$225,000.00 2 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr