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Hybrid Investment Consultant: Path to Financial Advisor
Job in
Brea, Orange County, California, 92631, USA
Listed on 2026-09-01
Listing for:
Charles Schwab
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Charles Schwab in California seeks an Investment Consultant to take a critical first step toward becoming a Financial Consultant, with hands-on learning in a collaborative, client‑first culture.
You’ll build core consulting skills through proactive outreach, needs-based conversations, and solution positioning, supported by mentors in the branch network. This role rewards curiosity, coachability, and growing client relationships in a hybrid work environment.
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