Investment Consultant- Atlanta (Midtown), GA
: Job Details :

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. This role serves as the first step towards becoming a Financial Consultant (FC), providing the exposure and experience needed to advance in this challenging space. You'll learn how to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis, and recommending appropriate products and solutions. You'll observe skilled FCs and learn how to deliver exceptional value and service through collaboration and mentoring. If you are seeking a rewarding career in financial consulting, consider Schwab's Investment Consultant role.

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
• A valid and active Series 7 license required
• A valid and active Series 66 (63/65) license required (may be obtained within 120 days of employment)

• A valid and active Life and Health Insurance license is required (may be obtained within 120 days 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 and banking products and services
• Strong client relationship building skills

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 complete the SAFE Act background check and registration process.

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