Investment Consultant - Atlanta, GA (Buckhead) | Atlanta, GA, USA Job at Charles

Investment Consultant - Atlanta, GA (Buckhead)

Position Type: Regular

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The IC role is the first step towards becoming a Financial Consultant (FC) at Schwab, providing exposure and experience necessary for advancement. You’ll learn to build a book of business through proactive outbound calls to existing Schwab clients, uncover opportunities via needs-based analysis, and recommend suitable products and solutions. You will observe skilled FCs and learn how to deliver exceptional value and service through collaboration and mentoring. If you’re seeking a rewarding career in financial consulting, this role is an excellent starting point.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What you have

We value high performance, quality service, and strategic execution. Essential skills include:

• Bachelor’s degree or equivalent work experience
• Valid and active Series 7 license
• Valid and active Series 66 (63/65) license (may be obtained within 120 days of employment)

• Valid and active Life and Health Insurance license (may be obtained within 120 days of employment)

• CFP certification preferred
• Minimum two years of experience in financial services
• Financial business development experience (highly preferred)
• Knowledge of brokerage and banking products
• Strong client relationship skills

All employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing, including background checks as per SAFE Act requirements.

What’s in it for you

At Schwab, we support your personal and professional growth through a purpose-driven culture and development tools. Our benefits include:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time off for vacation, volunteering, and a 28-day sabbatical after five years of service
• Paid parental leave and family benefits
• Tuition reimbursement
• Health, dental, and vision insurance

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