Top 156 Financial consultant Jobs in Eastvale Ca

Investment Consultant -Upland, CA
Charles Schwab —Upland, CA
- $30.10 - $49.71 an hour
- Hybrid work
- Mid-level
- Office
- Business development
- Paid parental leave
- Employee stock purchase plan
4d
Entry-Level Financial Advisor
National Life Group - Northern California Agency —Irvine, CA
- $60,000 - $250,000 a year
- No experience needed
- English
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Financial Aid Advisor
Loma Linda University Health —Loma Linda, CA
- $71,760.00 - $91,603.20 a year
- Full-time
- Computer literacy
- Writing skills
- Basic math
Financial Advisor - Orange County
Thrivent —Irvine, CA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Professional/Fast Track to Management
New York Life Insurance Company —San Dimas, CA
- $51,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Mentoring
- AD&D insurance
- Disability insurance
Quick Apply
Team Based Financial Advisor - Mountain Financial Group - Irvine, CA
Thrivent —Irvine, CA
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Financial Professional with Management Opportunity
New York Life Insurance Company —Corona, CA
- $51,000 - $175,000 a year
- Full-time
- Sales
- Mid-level
- Master's degree
- AD&D insurance
- Disability insurance
Quick Apply
CNO Financial Advisor - Hybrid Remote (CA)
CNO Financial Group, Inc. —Corona, CA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Financial Services Professional
American Legacy Solutions —West Covina, CA
- $70,000 - $200,000 a year
- Full-time
- Bilingual
- Background check
- HIPAA
Quick Apply
Certified Financial Planner (Tax Focused)
Compak Asset Management —Newport Beach, CA
- $105,000 - $210,000 a year
- Email
- CPA
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
Financial Representative
Modern Woodmen of America —Ontario, CA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Financial services
- Leadership
- Paid training
- Health insurance
Quick Apply
Fast Track to Management
New York Life —Orange, CA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Management
- Sales
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Edward Jones —Orange, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
First Command —California
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
1d
Financial Representative
Modern Woodmen of America —Orange County, CA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Financial services
- Leadership
- Paid training
- Health insurance
Quick Apply
Certified Financial Planner
Compak Asset Management —Newport Beach, CA
- $100,000 - $200,000 a year
- Email
- CPA
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Director of Advisory Services
Falcon Wealth Planning, Inc. —Ontario, CA
- $125,000 - $150,000 a year
- Full-time
- 7 years
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
12d
Financial Advisor
Edward Jones —Rancho Cucamonga, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor with Sales Background
The Fadil Group —Irvine, CA
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
3d
Accelerated Path to Management
New York Life —Anaheim, CA
- $68,640 - $150,000 a year
- Full-time
- Hybrid work
- Customer service
- Mid-level
- Business development
- AD&D insurance
- Disability insurance
Quick Apply

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financial consultant jobs near eastvale ca

Investment Consultant -Upland, CA

Charles Schwab -
Upland, CA

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Job Details

$30.10 - $49.71 an hour
4 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Series 7
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’ll make an impact on your career while helping clients take ownership of
their financial futures. In a collaborative, inclusive environment, you’ll build meaningful
relationships, grow your skills, and contribute to a client-first culture that drives innovation.

As an Investment Consultant (IC) in Schwab’s Branch Network, you’ll take a critical first
step on the path toward becoming a Financial Consultant. This role is designed for
individuals who are motivated to learn, comfortable taking initiative, and excited to grow
through hands-on experience.

You’ll develop core consulting skills through proactive client outreach, needs-based
conversations, and solution positioning—while learning alongside experienced Financial
Consultants who provide coaching, mentoring, and real-time feedback. This is a role where
curiosity, effort, and coachability matter just as much as prior experience.

Apply active listening and thoughtful questioning to align solutions to client goals
Build relationship management skills through timely, accurate, client-focused support
Manage priorities effectively across outreach, follow-up, and administrative work
Demonstrate resilience and motivation in achieving individual and team goals
Collaborate with Financial Consultants and branch leaders to enhance client

experience

Take ownership of your learning, results, and professional growth

Why you’re set up for success:

Schwab Training and Development

Start with Wealth Management University—a four-week, live virtual program
designed to build your foundation for success.
Afterward, continue your development through hands-on training and mentorship in
your branch, partnering with your manager, peers, and mentors for guidance aligned to
your goals.

Career Pathing

The Investment Consultant role provides a strong foundation for growth, with a clear
path to a Financial Consultant position for those looking to deepen client relationships,
business development skills, and financial expertise.

Schwab also supports a “choose your own adventure” approach—empowering you to
explore leadership, expanded branch roles, or opportunities across service and support
Classification: Schwab Internal
teams. You’ll be supported by leaders who invest in your growth and continuous
development over time.

Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to
performance.

What you have

The expertise you bring:

A valid and active FINRA Series 7 license required
Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health

Insurance, both of which are required for this role.

Relevant experience in financial services or a similar client-facing, sales, or advisory

environment preferred

The skills you bring:

Motivation

Demonstrate strong ownership, persistence, and drive in achieving goals
Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and
contribute to client and business outcomes

Adaptability

Actively seek, receive, and apply feedback to strengthen performance
Adapt to evolving client needs, business priorities, and new information with a flexible,
solutions-oriented approach

Time Management

Effectively prioritize and manage multiple responsibilities, including client outreach,
follow-ups, and ongoing development
Stay organized and focused in a fast-paced environment to meet deadlines and deliver
consistent results

Influencing Others

Use active listening and thoughtful questioning to understand client needs and identify
appropriate solutions
Classification: Schwab Internal
Communicate clearly and persuasively to build trust, align on next steps, and guide
client decisions

Entrepreneurial Orientation

Take initiative to identify opportunities, expand client relationships, and contribute to
business growth
Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

financial consultant jobs in eastvale ca

Investment Consultant -Upland, CA

Entry-Level Financial Advisor

Financial Aid Advisor

Financial Advisor - Orange County

Financial Professional/Fast Track to Management

Team Based Financial Advisor - Mountain Financial Group - Irvine, CA

Financial Professional with Management Opportunity

CNO Financial Advisor - Hybrid Remote (CA)

Financial Services Professional

Certified Financial Planner (Tax Focused)

Financial Representative

Fast Track to Management

Financial Advisor

Financial Advisor

Financial Representative

Certified Financial Planner

Director of Advisory Services

Financial Advisor

Financial Advisor with Sales Background

Accelerated Path to Management

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