Investment Consultant - Los Angeles, CA (Downtown)
Company: Charles Schwab
Location: Los Angeles
Posted on: January 13, 2026
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Job Description:
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, 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 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, Downey , Investment Consultant - Los Angeles, CA (Downtown), Accounting, Auditing , Los Angeles, California
