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, youre 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. Youll 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. Youll 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 Schwabs 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)
- 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
At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr