Investment Consultant: Path to Financial Consultant
Job in
Davis, Yolo County, California, 95617, USA
Listed on 2026-06-27
Listing for:
Charles Schwab
Full Time
position Listed on 2026-06-27
Job specializations:
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Sales
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Finance & Banking
Job Description & How to Apply Below
Charles Schwab is looking for an Investment Consultant in California to help clients and kick-start a rewarding career in financial consulting. This role involves making proactive calls to existing clients and spotting opportunities based on their needs.
Qualifications include valid Series 7, Series 66 licenses, and a Life and Health Insurance license. The role comes with a competitive benefits package and potential bonuses for exceptional performance.
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