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Investment Consultant: Financial Consulting Career
Job in
San Ramon, Contra Costa County, California, 94583, USA
Listed on 2026-07-07
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Charles Schwab Corporation is seeking an Investment Consultant (IC) in San Ramon, California. This role offers the chance to start a career in financial consulting, learning through proactive engagement with clients and collaboration with experienced Financial Consultants.
The position requires a Series 7, Series 66, and Life and Health Insurance licenses—these can be acquired under employment conditions. Successful candidates will build client relationships and uncover needs to position financial solutions effectively.
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