Investment Consultant
2 weeks 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. 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 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
4 weeks ago
Scottsdale, 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 at...
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Investment Consultant
4 days ago
Scottsdale, Arizona, 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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Investment Consultant
2 weeks ago
Scottsdale, 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
5 days ago
Scottsdale, Arizona, United States Charles Schwab Full timeAbout the RoleAt Charles Schwab, we're seeking a talented Investment Consultant to join our team. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, gaining exposure and experience required to advance in this challenging space.Key ResponsibilitiesBuild a book of business through proactive, outbound calls to...
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Investment Strategy Advisor
2 weeks ago
Scottsdale, Arizona, United States Alerus Full timePosition Overview:We are seeking a seasoned Wealth Management Consultant to become a vital part of our expanding organization. The ideal candidate will meet the qualifications outlined below to be eligible for consideration.Role Summary:Wealth Management Consultants play a crucial role in nurturing existing client relationships while also identifying and...
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Sales Support Consultant
2 weeks ago
Scottsdale, Arizona, United States Vanguard Group Full timeSales Consultant at VanguardVanguard is looking for a dedicated Sales Consultant to enhance our team. In this role, you will be instrumental in championing client interests and delivering outstanding service. Become part of our team of committed professionals who prioritize the best outcomes for our clients every day.Assist internal clients and potential...
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Financial Services Consultant
7 days ago
Scottsdale, Arizona, United States Lifetime Recruiting Strategies Full timeJoin Our Team as a Financial Services ConsultantLifetime Recruiting Strategies is seeking enthusiastic Financial Services Consultants to enhance our dedicated team. If you have a passion for finance and a commitment to assisting clients in reaching their financial aspirations, this role is tailored for you.Engage with prospective clients and offer...
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Junior Wealth Management Consultant
2 weeks ago
Scottsdale, Arizona, United States Beacon Pointe Full timeJunior Wealth Management Consultant | Scottsdale, AZWe are excited to invite skilled professionals to consider a role as a Junior Wealth Management Consultant at Beacon Pointe Advisors, located in Scottsdale, AZ. The successful candidate will play a pivotal role in supporting client advisory services, investment oversight, and the administrative functions...
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Investment Analyst
3 weeks ago
Scottsdale, United States Amplify Full timePOSITION DESCRIPTION We are seeking an experienced Investment Analyst to join our dynamic team. This role involves performing in-depth research on asset managers and product providers, as well as collaborating with third-party strategists, product providers, and vendors. The successful candidate will be responsible for the onboarding and oversight of...
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Investment Analyst
3 weeks ago
Scottsdale, United States Amplify Full timeInvestment Analyst – Data IntegrationPOSITION DESCRIPTIONWe are seeking a tech-savvy Investment Analyst to join our dynamic team. This role focuses on data management and integration, involving in-depth research on asset managers and product providers, as well as collaborating with third-party strategists, product providers, and vendors. Experience with AI...
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Investment Operations Team Leader
2 weeks ago
Scottsdale, Arizona, United States The Vanguard Group Full timePosition Overview:This role spearheads a Fund & Investment Operations team to fulfill operational and strategic goals related to funds and investments. The incumbent is responsible for fostering a compliant and high-performing operational atmosphere, ensuring adherence to service level agreements, and spearheading process enhancement initiatives.Key...
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Junior Wealth Management Consultant
2 weeks ago
Scottsdale, Arizona, United States Beacon Pointe Advisors Full timePosition Overview Beacon Pointe Advisors is in search of dedicated individuals to fill the role of Junior Wealth Management Consultant. This position will be based in our Scottsdale, AZ office. The selected candidate will play a crucial role in supporting client advisory services, investment oversight, and administrative functions related to client...
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Investment Analyst
3 weeks ago
Scottsdale, United States Amplify Full timePOSITION DESCRIPTIONWe are seeking an experienced Investment Analyst to join our dynamic team. This role involves performing in-depth research on asset managers and product providers, as well as collaborating with third-party strategists, product providers, and vendors. The successful candidate will be responsible for the onboarding and oversight of...
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Investment Analyst
3 weeks ago
Scottsdale, United States Amplify Full timePOSITION DESCRIPTIONWe are seeking an experienced Investment Analyst to join our dynamic team. This role involves performing in-depth research on asset managers and product providers, as well as collaborating with third-party strategists, product providers, and vendors. The successful candidate will be responsible for the onboarding and oversight of...
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Financial Services Consultant
2 weeks ago
Scottsdale, Arizona, United States Lifetime Recruiting Strategies Full timePosition OverviewEmbark on a Journey Towards Professional GrowthJoin a firm that prioritizes your development and offers comprehensive training and support to help you thrive.As part of a leading "New Financial Advisory Firm," your achievements are valued and recognized.We invite you to attend an informational session to explore pathways to financial...
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Wealth Management Consultant
2 weeks ago
Scottsdale, Arizona, United States BOK Financial Full timePosition Overview: The Wealth Management Consultant plays a pivotal role in fostering, nurturing, and enhancing relationships with affluent individuals, families, and family-owned enterprises. This position offers the unique opportunity to operate within a framework that emphasizes diverse service offerings, including Registered Investment Advisor (RIA)...
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Wealth Management Consultant
1 week ago
Scottsdale, Arizona, United States Alerus Full timePosition Overview:We are seeking a seasoned Wealth Management Consultant to become a vital part of our expanding organization. The ideal candidate will meet the qualifications outlined below to be eligible for consideration.Role Summary:Wealth Management Consultants play a crucial role in nurturing existing client relationships while also pursuing new...
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Actuarial Consultant
1 month ago
Scottsdale, United States CBIZ, Inc. Full timeWith over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the...
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Actuarial Consultant
2 days ago
Scottsdale, United States CBIZ, Inc. Full timeWith over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the...
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Defined Contribution Consultant Relations Director
2 months ago
Scottsdale, Arizona, United States Bank of America Full timeDefined Contribution Consultant Relations DirectorPennington, New Jersey;Chicago, Illinois; Scottsdale, Arizona; Lone Tree, Colorado; Boston, MassachusettsJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...