Investment Consultant
4 weeks ago
Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.
Charles Schwab - Investor Services.
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Bachelor’s degree or equivalent work-related experience
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
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.
401(k) with company match and Employee stock purchase plan
~ Paid parental leave and family building benefits
~ Tuition reimbursement
~ Health, dental, and vision insurance
-
Investment Consultant
1 week ago
Atlanta, United States Fidelity Investments Full timeJob Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...
-
Investment Consultant
1 week ago
Atlanta, United States Fidelity TalentSource LLC Full timeJob Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...
-
Investment Consultant
1 week ago
Atlanta, United States Charles Schwab Full timePosition Type: RegularYour opportunityOur branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel toindividuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and...
-
Investment Consultant
4 days ago
Atlanta, United States Charles Schwab Full timePosition Type: Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking,...
-
Investment Consultant
2 weeks ago
Atlanta, United States Charles Schwab Full timePosition Type: Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking,...
-
Investment Consultant
2 weeks ago
Atlanta, United States Charles Schwab Full timePosition Type: Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking,...
-
Investment Consultant
2 weeks ago
Atlanta, United States Charles Schwab Full timePosition Type: Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking,...
-
Investment Consultant
1 week ago
Atlanta, United States Charles Schwab Full timePosition Type: Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking,...
-
Manager of Transitions
2 weeks ago
Atlanta, United States Noble Investment Group Full timeNoble is seeking a Manager of Transitions to work with the asset management team, the investment team, and third-party managers to maximize the performance and value of our hotels and institutional real estate funds. The role will specifically engage with assets during the transition of an asset from the intent to purchase stage to closing on the asset. This...
-
Manager of Transitions
2 weeks ago
Atlanta, United States Noble Investment Group Full timeNoble is seeking a Manager of Transitions to work with the asset management team, the investment team, and third-party managers to maximize the performance and value of our hotels and institutional real estate funds. The role will specifically engage with assets during the transition of an asset from the intent to purchase stage to closing on the asset. This...
-
Manager of Transitions
13 hours ago
Atlanta, United States Noble Investment Group Full timeNoble is seeking a Manager of Transitions to work with the asset management team, the investment team, and third-party managers to maximize the performance and value of our hotels and institutional real estate funds. The role will specifically engage with assets during the transition of an asset from the intent to purchase stage to closing on the asset. This...
-
Manager of Transitions
1 day ago
Atlanta, United States Noble Investment Group Full timeNoble is seeking a Manager of Transitions to work with the asset management team, the investment team, and third-party managers to maximize the performance and value of our hotels and institutional real estate funds. The role will specifically engage with assets during the transition of an asset from the intent to purchase stage to closing on the asset. This...
-
Manager of Transitions
28 minutes ago
Atlanta, United States Noble Investment Group Full timeNoble is seeking a Manager of Transitions to work with the asset management team, the investment team, and third-party managers to maximize the performance and value of our hotels and institutional real estate funds. The role will specifically engage with assets during the transition of an asset from the intent to purchase stage to closing on the asset. This...
-
Wealth Consultant
6 days ago
Atlanta, GA, 30339, Cobb County, GA, United States First Citizens Bank Full timeOverview: The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing...
-
Business Consultant
2 weeks ago
Atlanta, United States Better Hire Full timeJob Description Job Description Consulting Role Description A growth consulting firm in the Atlanta area is looking to add a Full-Time Consulting Associate to their team. Counter to traditional consulting, we go beyond the Strategy Presentation and are invested in our client’s results. Our team helps design and scale service and SaaS based businesses. We...
-
Business Consultant
4 weeks ago
Atlanta, United States Better Hire Full timeJob DescriptionJob DescriptionConsulting Role DescriptionA growth consulting firm in the Atlanta area is looking to add a Full-Time ConsultingAssociate to their team. Counter to traditional consulting, we go beyond the StrategyPresentation and are invested in our client’s results. Our team helps design and scaleservice and SaaS based businesses. We empower...
-
Wealth Consultant
2 weeks ago
Atlanta, United States First Citizens Bank Full timeOverview: The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing...
-
Software Consulting Manager
3 weeks ago
Atlanta, United States Kion Group AG Full timeSearching for a high-performing Software Consulting Manager to lead and develop a team of Software Consultants. You will bring a mix of technical knowledge in supply chain-related enterprise software systems as well as an eagerness to recruit and develop strong pre-sales talent. You will strategize and empower your team to think beyond the role of...
-
VP, Financial Consultant
3 weeks ago
Savannah, GA, United States Charles Schwab Full timePosition Type: Regular 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. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...
-
Wealth Consultant
4 weeks ago
Atlanta, Georgia, United States First Citizens Bank Full timeOverview: The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing...