Investment Consultant- Atlanta
1 week ago
Position Type: RegularYour 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 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. 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 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
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Investment Consultant
6 days ago
Atlanta, Georgia, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly motivated and results-driven Investment Consultant to join our team at Charles Schwab. As an Investment Consultant, you will play a critical role in building and maintaining relationships with existing clients, identifying new business opportunities, and delivering exceptional customer service.Key ResponsibilitiesDevelop...
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Lead Financial Analyst for Investments
1 week ago
Atlanta, Georgia, United States City of Atlanta Full timeJOB DESCRIPTION The Senior Financial Investment Analyst operates under the supervision of the General Accounting Director and plays a crucial role in formulating suitable policies and procedures for the continuous oversight, valuation, and accounting of the City of Atlanta's Defined Benefit and Defined Contribution Plans. This position also involves...
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Senior Analyst of Financial Investments
2 weeks ago
Atlanta, Georgia, United States City of Atlanta Full timeJOB DESCRIPTION The Senior Financial Investment Analyst operates under the supervision of the General Accounting Director and plays a crucial role in formulating effective policies and procedures for the continuous assessment, valuation, and accounting of the City of Atlanta's Defined Benefit and Defined Contribution Plans. This position also involves...
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Investment Consultant
2 weeks ago
Atlanta, Georgia, United States UpTick Financial- Advisor Recruiters and Consultants Full timeJoin UpTick Financial as an Investment ConsultantUpTick Financial is collaborating with a reputable investment advisory firm dedicated to managing the financial assets of individuals, families, trusts, estates, charitable organizations, endowments, foundations, and retirement plans. We are looking for an investment consultant who possesses a transferable...
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Financial Analyst, Sr.
1 month ago
Atlanta, United States City of Atlanta Full timeJOB DESCRIPTION The Financial Investment Analyst, Senior works under the guidance of the General Accounting Director and is responsible for assisting in establishing appropriate policies and procedures for the ongoing monitoring, valuation and accounting for the City of Atlanta's Defined Benefit and Defined Contribution Plans as well as maintain the proper...
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Senior Financial Investment Analyst
1 week ago
Atlanta, Georgia, United States City of Atlanta Full timeJOB DESCRIPTION The Senior Financial Investment Analyst operates under the supervision of the General Accounting Director and plays a crucial role in formulating suitable policies and procedures for the continuous oversight, valuation, and accounting of the City of Atlanta's Defined Benefit and Defined Contribution Plans. Additionally, this position is...
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Investment Consultant- Atlanta
4 weeks ago
Atlanta, United States Charles Schwab Full timePosition Type: RegularYour 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...
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Investment Consultant- Atlanta
4 weeks ago
Atlanta, 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. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network...
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Investment Consultant- Atlanta
1 month ago
ATLANTA, United States Charles Schwab Full timePosition Type: RegularYour 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...
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Investment Consultant- Atlanta
1 month ago
Atlanta, United States Charles Schwab Full timePosition Type: RegularYour 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...
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Atlanta, United States Invest Atlanta Full timeCOMPLIANCE SPECIALIST ECONOMIC DEVELOPMENT, REGULATORY AND ASSET MANAGEMENT JOB DESCRIPTIONThe Compliance Specialist for Economic Development and Regulatory Compliance and Asset Management (“CS EDRAM”) is responsible for managing matters pertaining to compliance by employers,...
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Atlanta, United States Invest Atlanta Full timeCOMPLIANCE SPECIALIST ECONOMIC DEVELOPMENT, REGULATORY AND ASSET MANAGEMENT JOB DESCRIPTIONThe Compliance Specialist for Economic Development and Regulatory Compliance and Asset Management (“CS EDRAM”) is responsible for managing matters pertaining to compliance by employers,...
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Investment Consultant- Atlanta
6 days ago
atlanta, United States Charles Schwab Full timePosition Type: RegularYour 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...
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Investment Consultant- Atlanta
4 hours ago
atlanta, United States Charles Schwab Full timePosition Type: RegularYour 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...
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ID Position Atlanta Metro Area
3 months ago
Atlanta, United States Atlanta ID Group PC Full timeJoin a well-established ID practice affiliated with a large urban tertiary care center in Atlanta.Just south of the Atlanta airport. Rapidly growing inpatient and outpatient practice. 100% ID consulting, including: HIV, HCV, General ID, Infusion Services, Wound Care. Shared equal coverage among other group physicians at covered Piedmont hospitals. Abundant...
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Investment Consultant
2 weeks ago
Atlanta, Georgia, United States UpTick Financial- Advisor Recruiters and Consultants Full timeJoin UpTick Financial as an Investment ConsultantUpTick Financial is collaborating with a reputable investment advisory firm dedicated to managing the financial assets of various clients, including individuals, families, trusts, estates, charitable organizations, endowments, foundations, and retirement plans. We are in search of an investment consultant who...
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Investment Consultant- Atlanta
1 month ago
Atlanta, GA, United States Charles Schwab Full timePosition Type: RegularYour 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...
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Softball Training Instructor
1 month ago
Atlanta, United States D-BAT Atlanta Full timeJob DescriptionJob DescriptionAt D-BAT, our main goal is to provide a quality teaching environment by developing beliefs, attitudes, and traditions that enhance the baseball and softball experience at all levels. What makes a great D-BAT Instructor? An individual that is…Passionate about the game and in teaching methodologyDisplays a positive attitude...
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Investment Consultant
1 week ago
Atlanta, Georgia, United States TFA Full timeRemote Work OpportunityFlexible Scheduling - Create your own timetable and level of commitmentNo Prior Experience Required - Comprehensive training providedAs an Investment Consultant, you will have the chance to inform individuals about financial literacy and support them in strategizing for their financial future, encompassing retirement and investment...
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Senior Institutional Investment Consultant
3 months ago
Atlanta, United States Aon Full timeAon is looking for a Senior Institutional Investment Consultant (Remote, open to anywhere in the U.S.) Responsibilities: Expected to serve largely on public plan client and/or non-profit client teams (experience with either type of client is beneficial) Leads all aspects of client deliverables, interfacing with other teams in U.S. Investment...