Investment Consultant- Charlotte, NC
4 weeks ago
Investment Consultant Role At SchwabAt 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 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'll observe 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.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 experienceA valid and active Series 7 license requiredA 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 preferredMinimum of two years of experience in the financial services industry (required)Financial business development experience (highly preferred)Knowledge of brokerage/banking products and servicesStrong client relationship building experiencePursuant 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.At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceSchwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources.
-
Investment Consultant
2 weeks ago
Charlotte, United States VaultVestor Full timeInvestment Consultant - Charlotte South, NC page is loaded## Investment Consultant - Charlotte South, NClocations: Charlotte, NCtime type: Full timeposted on: Posted Todayjob requisition id: 2120771## ## Job Description:Investment ConsultantYou joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we...
-
Planning Consultant
2 weeks ago
Charlotte, United States Soteria Reinsurance Ltd. Full timePlanning Consultant - Charlotte South, NC page is loaded## Planning Consultant - Charlotte South, NClocations: Charlotte, NCtime type: Full timeposted on: Posted Todayjob requisition id: 2120772## ## Job Description:## Planning ConsultantAs a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen...
-
Investment Consultant- Charlotte, NC
3 days ago
Charlotte, North Carolina, United States Charles Schwab Full timeYour opportunityAt 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 first...
-
Investment Consultant- Charlotte, NC
4 weeks ago
Charlotte, NC, United States Charles Schwab Full timeScroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button. 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...
-
MR Sales Consultant
1 day ago
Charlotte, United States Charlotte Staffing Full timeMR Sales Consultant - Radiology - Charlotte, NCThe MR Sales Consultant (MRSC) is responsible for driving revenue growth and expanding market share for Bayer's magnetic resonance (MR) portfolio. This role focuses on generating demand by leveraging deep customer knowledge, cultivating relationships with healthcare professionals, and applying consultative...
-
Charlotte, North Carolina, United States City of Charlotte, NC Full timeDate Opened: Tuesday, October 21, :00 AMClose Date: Tuesday, November 04, :00 AMDepartment: General Services DepartmentSalary: $83, $104,010.00 Commensurate with ExperienceWelcome to the City of CharlotteCharlotte is America's Queen City, opening her arms to a diverse and inclusive community of residents, businesses and visitors alike. Here you will find a...
-
VP, Financial Consultant- Charlotte, NC
5 days ago
Charlotte, United States Charlotte Staffing Full timeFinancial Consultant Opportunity At SchwabAt Schwab, you're empowered to make an impact on your career. 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 futures. In this...
-
Investment Consultant- Charlotte, NC
3 weeks ago
Charlotte, NC, United States Charles Schwab Full timePosition Type: Regular Candidates should take the time to read all the elements of this job advert carefully Please make your application promptly. 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...
-
Investment Consultant- Charlotte, NC
4 weeks ago
Charlotte, NC, United States Charles Schwab Full timePosition Type: Regular Your opportunity Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button. 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...
-
Wealth Planning Consultant
2 weeks ago
Charlotte, United States VaultVestor Full timeA leading financial services firm located in Charlotte, NC is seeking an Investment Consultant. In this role, you will develop customized financial plans for clients, focusing on maintaining and growing relationships. Candidates should have relevant licenses such as Series 7 & 63, with the ability to acquire additional certifications. A strong background in...
