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VP, Financial Consultant- Brea, CA Charles Schwab Careers
BREA, CAToday
| Location | Los Angeles, California |
Financial Consultant – Mortgage & Banking Professionals (1099 POSITION)
Los Angeles | Remote & Hybrid Flexibility | Training Provided
Help Clients Beyond the Loan Process
We are seeking mortgage professionals, loan officers, bankers, processors, branch managers, and financial professionals who want to expand their impact while building a rewarding career in financial services.
If you enjoy helping individuals make important financial decisions, this opportunity allows you to broaden your expertise and help clients prepare for retirement, protect their families, and build long-term wealth.
About the Role
As a Financial Consultant, you will work directly with individuals, families, and business owners to develop strategies focused on:
• Retirement Preparation• Income Protection• Debt Management• Wealth Accumulation• Financial Education
Why Mortgage & Banking Professionals Excel Here
• Existing financial knowledge translates naturally• Flexible schedule and remote work options• Uncapped earning potential• Leadership advancement opportunities• Ongoing mentorship and professional development• Ability to build long-term client relationships
Responsibilities
• Conduct financial needs assessments• Educate clients on available financial solutions• Create personalized financial strategies• Maintain ongoing client relationships• Participate in training and leadership development• Adhere to compliance standards
Compensation
• 1099 Independent Contractor• Commission-based compensation• Bonuses and incentives available• Part-time and full-time opportunities
Qualifications
• Mortgage, lending, or banking experience preferred• Strong communication skills• Professional demeanor• Self-motivated and coachable• Must be willing to obtain a Life & Health Insurance License within 60 days• Authorized to work in the United States
No prior financial services experience required.