Investment Consultant

3 weeks ago


Powder Springs, United States CareerBuilder Full time

Position Type: RegularYour opportunity

At Schwab, youre 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. Youll 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. Youllobserve 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 Schwabs Investment Consultant role.

What you have

Required Qualifications:

A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)

Preferred Qualifications:

2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Whats in it for you

At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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


    Altamonte Springs, United States Fidelity Investments Full time

    Job 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...

  • Sales Consultant

    3 weeks ago


    Colorado Springs, United States Acorn Petroleum, Inc. Full time

    Job DescriptionJob DescriptionCompany Overview: Established in 1959, Acorn Petroleum, Inc. is a well-established and leading distributor of major brand commercial and industrial lubricants, fuel, and ancillary services. Headquartered in Colorado Springs, CO Acorn Petroleum’s market area includes all of Southern Colorado, the Eastern Plains and the...

  • Financial Analyst

    3 weeks ago


    Harbor Springs, United States Hire For Hope LLC Full time

    Job DescriptionJob DescriptionWe are currently seeking a Financial Analyst to join our team! You will conduct quantitative analyses of various investment and financial programs. Responsibilities:Conduct cost analysis on financial programs and operationsDetermine financial status and analyze forecast resultsPerform month-end client valuation for...

  • Financial Analyst

    2 weeks ago


    Harbor Springs, United States Hire For Hope LLC Full time

    Job DescriptionJob DescriptionWe are currently seeking a Financial Analyst to join our team! You will conduct quantitative analyses of various investment and financial programs. Responsibilities:Conduct cost analysis on financial programs and operationsDetermine financial status and analyze forecast resultsPerform month-end client valuation for...


  • Altamonte Springs, United States Countrywide Capital Group, LLC Full time

    Job DescriptionJob DescriptionWE NEED HELP GROWING A POWERHOUSE SALES TEAMThe Sales Manager is an individual who is highly sociable, draws energy from working with people, and is optimistic and outgoing. He/she is an excellent leader within the organization, able to build a cohesive sales team of Buyer Specialists and Showing Assistants who are united in...


  • Altamonte Springs, United States Countrywide Capital Group LLC Full time

    WE NEED HELP GROWING A POWERHOUSE SALES TEAM The Sales Manager is an individual who is highly sociable, draws energy from working with people, and is optimistic and outgoing. He/she is an excellent leader within the organization, able to build a cohesive sales team of Buyer Specialists and Showing Assistants who are united in their commitment to the team’s...


  • Holly Springs, United States First Citizens Bank Full time

    Overview: This position is in the First Line Risk Management (FRM) Team for the First Citizens Wealth Business, which includes Investment Advisory, Trust, Asset Management and Private Banking. The First Line Risk Manager role is part of the first line of defense and is responsible for consulting with, educating and supporting the First Citizens Wealth...


  • Winter Springs, United States CONSOR Engineers Full time

    The Opportunity Consor is currently looking for a Senior Transportation Project Manager for our Transportation department in our Jacksonville office. As a dynamic and growing engineering consulting firm, Consor is full of opportunities for career development.  Essential Duties & Responsibilities All aspects of project management ...


  • Colorado Springs, United States 2020 Search Partners Full time

    Job DescriptionJob DescriptionHVAC/Mechanical Project Sales Representative Company OverviewOur client has spent the last 55 years building an organization and team recognized throughout the industry as a leader in Mechanical Service, Projects, and Building Automation.  Their culture is based on four ideals: family-owned, focus on our associates, dedication...


  • Colorado Springs, Colorado, United States Actalent Full time

    Overview: Actalent connects passion with purpose and our vision is to impact millions of lives through engineering and sciences efforts. We’re looking for a highly motivated Entry-Level Career Consultant/Recruiter to join our team and help us advance the careers of STEM professionals doing complex and cutting-edge work. Building trusted relationships with...

  • Medical Scribe

    2 weeks ago


    Colorado Springs, United States Oak Street Health Inc. Full time

    Company: Oak Street Health Title: Medical Scribe (Full-time in Primary Care Setting) For applicants in Colorado, the estimated range would be $18.88 per hour. The total compensation package for this position includes bonus and benefits such as health care, 401(k) plan, Employee Stock Purchase Plan (ESPP), life insurance, disability insurance, and...


  • Sandy Springs, United States City of Sandy Springs Full time

    Salary: Based on qualifications and experience Are you ready to lead the charge in transforming our community and driving economic prosperity? Join us as our next Economic Development Director and become an integral part of shaping the future of our vibrant city. Purpose of Classification: As the City’s Economic Development Director (“Director”),...


  • Coral Springs, United States Monar Air Conditioning, LLC Full time $25 - $30

    Monar Air Conditioning is growing, Come Grow With Us!We are a State Certified and Licensed Company. Our headquarters is in Broward County and we've been servicing S Florida since 1995. We are actively seeking a responsible and experienced AC Service Technician (Refrigeration is a plus) to start immediately. Must have experience in Maintenance, Service,...


  • Colorado Springs, United States Defense Unicorns Full time

    Operating at the intersection of Open Source technology and NationalDefense, we are on a mission to advance freedom and independence globally.This mission means we need to bring in top talent and diverse perspectives tocontribute to mission value for the heroes we serve. As a Director of Talent Acquisition at Defense Unicorns, you will help setand own the...

  • HVAC Lead Technician

    3 weeks ago


    Coral Springs, United States Monar Air Conditioning, LLC Full time

    Monar Air Conditioning is growing, Come Grow With Us.Lead HVAC (AC) Technician (Salary Negotiable)We are a State Certified and Licensed Company. Our headquarters is in Broward County and we've been keeping South Florida cool since 1995. We are actively seeking a responsible and experienced Lead AC Service Technician - HVAC  (Refrigeration is a plus) to...


  • Coral Springs, United States Monar Air Conditioning, LLC Full time $40

    Monar Air Conditioning is growing, Come Grow With Us.Senior AC Techs $30-$35 per hour (Negotiable)We are a State Certified and Licensed Company. Our headquarters is in Broward County and we've been keeping South Florida cool since 1995. We are actively seeking a responsible and experienced Senior AC Service Technician - HVAC  (Refrigeration is a plus)...

  • Academic Advisor

    1 week ago


    Colorado Springs, United States Sandstone Care Full time

    Job DescriptionJob Description--Position: Academic and Vocational AdvisorLocation: Colorado Springs | Cascade Colorado Schedule: Monday-ThursdayJob Type: Part Time Compensation: $20 Hourly About the Role: Do you want to help adolescents and young adults overcome their substance use and mental health challenges and achieve their academic and career goals? If...


  • Colorado Springs, Colorado, United States Geosyntec Consultants, Inc. Full time

    Overview: Do you want to build an impactful career to change the world for the better? Geosyntec has an exciting opportunity for a Senior Environmental Management Professional in Lakewood, CO, or  Colorado Springs, CO supporting our Colorado operations. The position will help us grow our practice, and manage client development and environmental regulatory...


  • Santa Fe Springs, United States Chick-fil-A | Imperial & Bloomfield and Telegraph & Painter Full time

    At Chick-fil-A, Manager are responsible for assisting the Director team in all aspects of shift management and ensuring that each restaurant guest has an outstanding experience. Managers are responsible for supervising an entire shift and may be assigned to open or close the restaurant in the absence of a Director; following established opening and closing...


  • Santa Fe Springs, United States Chick-fil-A | Imperial & Bloomfield and Telegraph & Painter Full time

    At Chick-fil-A, Supervisors are responsible for assisting the management team in all aspects of shift management and ensuring that each restaurant guest has an outstanding experience. Supervisors are responsible for supervising assigned stations for an entire shift and may be assigned to open or close the restaurant in the absence of a manager; following...