What are the responsibilities and job description for the Investment Consultant- Atlanta position at Charles Schwab?
Your Opportunity
You'll make a meaningful impact on your career at Schwab, where innovative thinking meets creative problem-solving to transform the finance industry.
The Investment Consultant role provides a chance to learn and grow within our Branch Network from the ground up. It's the first step towards becoming a Financial Consultant at Schwab, offering exposure and experience to advance in this challenging field. You'll gain expertise by making proactive, outbound calls to existing clients, identifying opportunities through needs-based analysis, and recommending suitable products and solutions. You'll observe skilled Financial Consultants and develop skills through collaboration and mentoring. If you seek a rewarding career in financial consulting, look no further than Schwab's Investment Consultant position.
This role is also eligible for bonus or incentive opportunities beyond the salary range.
What You Have
Required Qualifications:
- A valid and active Series 7 license is required (obtained under a condition of employment through our Branch Network Licensing Program)
- A valid and active Series 66 (63/65) license is required (obtained under a condition of employment)
- A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
- 2 years of experience in the financial services industry
- Ability to leverage Business development experience
- Passion for gaining knowledge of brokerage/banking products and services
- Openness to build strong client relationships
This role is also eligible for bonus or incentive opportunities.
What's In It For You
We empower our employees' personal and professional success with our purpose-driven, supportive culture. We prioritize your development to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our commitment to flexibility, serving our clients, and being together in person regularly.
We offer a competitive benefits package that takes care of you – both today and in the future:
- 401(k) with company match and Employee Stock Purchase Plan
- Paid time off for vacation, volunteering, and a 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
