Investment Consultant
3 weeks ago
Position Type: RegularYour 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, and lending needs.
To learn more about our client offerings visit: Charles Schwab - Investor Services.
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
-
Investment Consultant
2 weeks 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
2 weeks ago
Atlanta, United States CFA Institute 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
3 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
3 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,...
-
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
3 days 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
3 days 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 days 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...
-
Investment Consultant
1 month ago
Atlanta, GA, United States Charles Schwab Full timeOur 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 -...
-
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
1 month 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 days 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...
-
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
4 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...
-
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...
-
Regional Design Consultant
2 weeks ago
Atlanta, United States Colliers International Full timeRegional Design Consultant page is loaded Regional Design Consultant Apply locations Atlanta, Georgia, United States of America time type Full time posted on Posted 2 Days Ago job requisition id JR12682 Make your next move an expert one. At Colliers it’s not our success that sets us apart, it’s how we achieve it. Our people are passionate, take ownership...
-
Analytics Consultant
3 weeks ago
Atlanta, United States Softcrylic Full timeWho We AreFor more than 20 years, we have been working with organizations large and small to help solve business challenges through technology. We bring a unique combination of engineering and strategy to Make Data Work for organizations.Our clients range from the travel and leisure industry to publishing, retail and banking. The common thread between our...