TieTalent
Investment Consultant - Century City, CA
TieTalent, Los Angeles, California, United States, 90079
Investment Consultant - Century City, CA
Join to apply for the
Investment Consultant - Century City, CA
role at
TieTalent Investment Consultant - Century City, CA
1 day ago Be among the first 25 applicants Join to apply for the
Investment Consultant - Century City, CA
role at
TieTalent Your opportunity
About
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 Los Angeles, California
Languages
English
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Technology, Information and Internet Referrals increase your chances of interviewing at TieTalent by 2x Get notified about new Investment Advisor jobs in
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Join to apply for the
Investment Consultant - Century City, CA
role at
TieTalent Investment Consultant - Century City, CA
1 day ago Be among the first 25 applicants Join to apply for the
Investment Consultant - Century City, CA
role at
TieTalent Your opportunity
About
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 Los Angeles, California
Languages
English
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Technology, Information and Internet Referrals increase your chances of interviewing at TieTalent by 2x Get notified about new Investment Advisor jobs in
Los Angeles, CA . Investment Consultant - Century City, CA
Investment Consultant - Los Angeles, CA (Century City)
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Los Angeles, CA $200,000.00-$300,000.00 2 weeks ago Los Angeles, CA $105,000.00-$180,000.00 3 weeks ago Investment Consultant - Century City, CA
Los Angeles Metropolitan Area 1 month ago Investment Consultant - Century City, CA
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Los Angeles, CA $100,000.00-$130,000.00 2 weeks ago Investment Consultant - Century City, CA
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J.P. Morgan Wealth Management - Private Client Advisor - Los Angeles, CA (Seventh and Fig)
Investment Sales Analyst + Jr. Broker | Investment Property Group
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