Investment Consultant- Seal Beach, CA
Charles Schwab•Seal Beach, CA
451d
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About The Position
The Investment Consultant (IC) role at Charles Schwab is an entry-level position within the Branch Network, designed to provide foundational experience and exposure to the financial consulting field. This role serves as a stepping stone towards becoming a Financial Consultant (FC), focusing on building a book of business through proactive outreach to existing clients, conducting needs-based analyses, and positioning appropriate financial products and solutions. The IC will also benefit from collaboration and mentoring from experienced FCs, making it an ideal starting point for a rewarding career in financial consulting.
