{"id":"1o64a6885o","title":"Investment Consultant- Torrance, CA","posted_at":"2026-03-30T13:07:47.000Z","apply_url":"https://career-schwab.icims.com/jobs/118630/investment-consultant--torrance%2c-ca/login","locations":["Torrance, CA"],"employment_type":"full_time","workplace_type":"hybrid","seniority_level":"mid","description_language":"en","source_name":"talentbrew","source_url":"https://www.schwabjobs.com/job/torrance/investment-consultant-torrance-ca/33727/91132434576","salary":null,"job_summary":"Charles Schwab is a financial services firm focused on transforming the industry through innovative solutions. The Investment Consultant role serves as an entry-level position within the Branch Network, focusing on building a book of business and preparing for a career as a Financial Consultant.","job_description":{"responsibilities":["Build a book of business through proactive, outbound calls to existing clients","Perform needs-based analysis to position appropriate products and solutions","Collaborate with and observe skilled Financial Consultants","Register with the NMLS registry system and maintain good standing per SAFE Act requirements"],"minimum_qualifications":["Bachelor’s degree or equivalent work-related experience","Valid and active Series 7 license","Valid and active Series 66 (63/65) license (or ability to obtain within 120 days)","Valid and active Life and Health Insurance license (or ability to obtain within 120 days)","Minimum of two years of experience in the financial services industry"],"preferred_qualifications":["Certified Financial Planner (CFP) certification","Financial business development experience","Multilingual abilities, specifically Mandarin or Cantonese proficiency"]},"visa_sponsorship":null,"experience_years_min":2,"job_address":null,"job_city":"Torrance","job_state":"CA","job_country":"US","location_lat":33.8371392,"location_lng":-118.3413606,"keywords":["collaboration","Collaborate","performance","competitive","mentoring","strategy","business","outbound","LinkedIn","vision","Growth","social","email","stock","data"],"company":{"name":"Charles Schwab","logo_url":"https://img.logo.dev/schwab.com?token=pk_fWx5G5QrQMm-0Ud8BW3mBg&size=64&format=png","description":"Charles Schwab is a financial services company focused on transforming the industry through client-centered innovation.","website_url":"https://www.schwab.com/","linkedin_url":"https://www.linkedin.com/company/charles-schwab","glassdoor_url":"https://www.glassdoor.com/Overview/Working-at-Charles-Schwab-EI_IE144.11,25.htm","x_url":"https://x.com/charlesschwab","instagram_url":"https://www.instagram.com/charlesschwab/","youtube_url":"https://www.youtube.com/channel/UCToe3dspZyw2L_JY-JmP3Mw","github_url":null,"huggingface_url":null,"tiktok_url":null,"crunchbase_url":null,"facebook_url":"https://www.facebook.com/CharlesSchwab/","employee_count_range":"10000+","employee_count":32100,"founded_year":1971,"headquarters":{"address":"3000 Schwab Way, Westlake, TX 76262, United States","city":"Westlake, TX","country":"US","lat":32.991226,"lng":-97.1943701},"industry":"fintech","company_type":"other","total_funding_usd":null,"locations":["Albany, NY","Albuquerque, NM","Alpharetta, GA","Ann Arbor, MI","Annapolis, MD","Arcadia, CA","Atlanta, GA","Austin, TX","Barrington, IL","Beaverton, OR","Bee Cave, TX","Bellevue, WA","Bethesda, MD","Birmingham, AL","Birmingham, MI","Boca Raton, FL","Boise","Boise, ID","Borough of Red Bank, NJ","Boston, MA","Boulder, CO","Brea, CA","Bridgewater, NJ","Brookfield, WI","California, USA","Cambridge, MA","Camp Hill, PA","Campbell, Santa Clara County","Carlsbad, CA","Carmel Valley Village, CA","Carmel, IN","Chandler, AZ","Charlotte, NC","Chesterfield, MO","Chestnut Hill, MA","Chicago, IL","Cincinnati, OH","Clayton, MO","Columbia, MD","Columbus, OH","Coral Gables, FL","Corte Madera, CA","Cranberry Township, PA","Dallas, TX","Dana Point, CA","Denver, CO","East Lansing, MI","East Naples, FL","Edina, MN","El Paso, TX","Eugene, OR","Forest Hills, NY","Fort Collins, CO","Fort Lauderdale, FL","Fort Myers, FL","Fort Worth, TX","Fremont, Alameda","Fresno, CA","Garden City, NY","Geneva, IL","Glen Allen, VA","Greensboro, NC","Greenville, SC","Henderson, NV","Holladay, UT","Houston, TX","Huntersville, NC","Huntington Station, NY","Hyderabad","Hyderabad, India","Indian Wells, Riverside","Indianapolis, IN","Irvine, CA","Jersey City, NJ","Knoxville, TN","La Jolla, San Diego","Leesburg, VA","Lone Tree, CO","Los Angeles, CA","Lynnwood, WA","Manhasset, NY","Marlton, NJ","Menlo Park, CA","Miami, FL","Middleton, WI","Millburn, Essex","Millburn, United Kingdom","Milpitas, Santa Clara County","Minneapolis-St. Paul-Bloomington, MN","Miramar Beach, FL","Mission Viejo, CA","Morristown, Morris","Mt. Pleasant, SC","Napa, CA","Naperville, IL","Nashville, TN","New York, NY","Newport Beach, CA","Novi, MI","Oakland, CA","Oklahoma City, OK","Omaha, NE","Orange, Cuyahoga","Orlando, FL","Palm Beach Gardens, FL","Paramus, NJ","Pasadena, CA","Peachtree Corners, GA","Philadelphia, PA","Phoenix, AZ","Pittsburgh, PA","Plano, TX","Pleasanton, CA","Portland, ME","Portland, OR","Raleigh, NC","Redmond, WA","Reston, VA","Richfield, OH","Roseville, CA","Sacramento, CA","San Diego, CA","San Francisco, CA","San Juan, PR","San Luis Obispo, CA","San Mateo, CA","San Ramon, CA","Sandy Springs, GA","Santa Monica, CA","Santa Rosa, CA","Sarasota, FL","Savannah, GA","Schaumburg, IL","Scottsdale, AZ","Seal Beach, CA","Seattle, WA","Soquel, CA","South Burlington, VT","Southlake, TX","Spokane, WA","Sugar Land, TX","Sunnyvale, CA","Tacoma, WA","Tampa, FL","The Villages, FL","The Woodlands, TX","Thousand Oaks, Ventura","Torrance, CA","Town of Amherst, NY","Town of Burlington, MA","Town of Fairfield, CT","Town of Greenwich, CT","Town of Lynnfield, MA","Town of Pittsford, NY","Towson, MD","Troy, Oakland","Tucson, AZ","Tulsa, OK","Tysons Corner, VA","Upland, CA","Vancouver, WA","Vero Beach South, FL","Virginia Beach, VA","Walnut Creek, CA","Washington D.C., DC","Wayne, PA","Webster, Harris County","West Des Moines, IA","West Palm Beach, FL","Westlake, TX","Wichita, KS","Wilmington, DE","Wilmington, NC","Winston-Salem, NC","Woodland Hills, CA","Woodland Hills, Los Angeles"]},"structured_data":{"@context":"https://schema.org","@type":"JobPosting","@id":"https://curastem.org/jobs/1o64a6885o#job","title":"Investment Consultant- Torrance, CA","description":"Charles Schwab is a financial services firm focused on transforming the industry through innovative solutions. The Investment Consultant role serves as an entry-level position within the Branch Network, focusing on building a book of business and preparing for a career as a Financial Consultant.","datePosted":"2026-03-30T13:07:47.000Z","validThrough":"2026-04-29T13:07:47.000Z","url":"https://curastem.org/jobs/1o64a6885o","directApply":true,"hiringOrganization":{"@type":"Organization","name":"Charles Schwab","sameAs":"https://www.schwab.com/","logo":"https://img.logo.dev/schwab.com?token=pk_fWx5G5QrQMm-0Ud8BW3mBg&size=64&format=png"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","streetAddress":"3000 Schwab Way","addressLocality":"Torrance","addressRegion":"CA","postalCode":"76262","addressCountry":"US"}},"employmentType":"FULL_TIME","identifier":{"@type":"PropertyValue","name":"Charles Schwab","value":"1o64a6885o"}}}