Charles Schwab
Investment Consultant- Atlanta (Cobb Co), GA
Charles Schwab, Atlanta, Georgia, United States, 30383
Investment Consultant- Atlanta (Cobb Co), GA
Join to apply for the
Investment Consultant- Atlanta (Cobb Co), GA
role at
Schwab Stock Plan Services Investment Consultant- Atlanta (Cobb Co), GA
1 week ago Be among the first 25 applicants Join to apply for the
Investment Consultant- Atlanta (Cobb Co), GA
role at
Schwab Stock Plan Services Atlanta, GA
Requisition ID
2025-109253
Category
Retail Branch
Position type
Regular
Pay range
USD $23.99 - $39.57 / Hour
Application deadline
2025-06-06
Apply
Your opportunity
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 atthe ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’llobserve our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor’s degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
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
Share
Facebook LinkedIn Twitter Email
Eligible Schwabbies receive
Medical, dental and vision benefits 401(k) and employee stock purchase plans Tuition reimbursement to keep developing your career Paid parental leave and adoption/family building benefits Sabbatical leave available after five years of employment
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Schwab Stock Plan Services by 2x Get notified about new Investment Advisor jobs in
Atlanta, GA . Financial Advisor - Marietta, GA - 200k (base and bonus)
Financial Advisor - Alpharetta/Kennesaw, GA - 200k+ (base and bonus)
Alpharetta, GA $200,000.00-$300,000.00 2 weeks ago Atlanta, GA $110,000.00-$170,000.00 4 weeks ago Alternative Investment Regional Specialist
Atlanta, GA $65,000.00-$100,000.00 1 week ago Atlanta, GA $120,000.00-$175,000.00 1 month ago Atlanta Metropolitan Area $40,000.00-$70,000.00 5 days ago Decatur, GA $68,900.00-$73,300.00 3 days ago Alpharetta, GA $100,000.00-$140,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Join to apply for the
Investment Consultant- Atlanta (Cobb Co), GA
role at
Schwab Stock Plan Services Investment Consultant- Atlanta (Cobb Co), GA
1 week ago Be among the first 25 applicants Join to apply for the
Investment Consultant- Atlanta (Cobb Co), GA
role at
Schwab Stock Plan Services Atlanta, GA
Requisition ID
2025-109253
Category
Retail Branch
Position type
Regular
Pay range
USD $23.99 - $39.57 / Hour
Application deadline
2025-06-06
Apply
Your opportunity
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 atthe ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’llobserve our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor’s degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
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
Share
Facebook LinkedIn Twitter Email
Eligible Schwabbies receive
Medical, dental and vision benefits 401(k) and employee stock purchase plans Tuition reimbursement to keep developing your career Paid parental leave and adoption/family building benefits Sabbatical leave available after five years of employment
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Schwab Stock Plan Services by 2x Get notified about new Investment Advisor jobs in
Atlanta, GA . Financial Advisor - Marietta, GA - 200k (base and bonus)
Financial Advisor - Alpharetta/Kennesaw, GA - 200k+ (base and bonus)
Alpharetta, GA $200,000.00-$300,000.00 2 weeks ago Atlanta, GA $110,000.00-$170,000.00 4 weeks ago Alternative Investment Regional Specialist
Atlanta, GA $65,000.00-$100,000.00 1 week ago Atlanta, GA $120,000.00-$175,000.00 1 month ago Atlanta Metropolitan Area $40,000.00-$70,000.00 5 days ago Decatur, GA $68,900.00-$73,300.00 3 days ago Alpharetta, GA $100,000.00-$140,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr