Investment Consultant

2 weeks ago


SelbyontheBay, Maryland, United States Charles Schwab Full time
Unlock Your Potential as an Investment Consultant at Charles Schwab

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.

About the Role

As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network at the ground floor. This 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 Financial Consultants and learn how to deliver unparalleled value and service through collaboration and mentoring.

What You'll Need
  • 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
What's in it for You

At Charles Schwab, 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

    3 weeks ago


    Selby-on-the-Bay, Maryland, United States Charles Schwab Full time

    About the RoleAt Charles 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.Job SummaryWe're seeking a highly motivated and experienced Investment Consultant to...

  • Investment Consultant

    3 weeks ago


    Selby-on-the-Bay, Maryland, United States Charles Schwab Full time

    About the RoleAt Charles 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.Job SummaryWe're seeking a highly motivated and results-driven Investment Consultant to...


  • Curtis Bay, Maryland, United States USG Corporation Full time

    Job SummaryWe are seeking a highly skilled and experienced Engineering Coordinator to join our team at USG Corporation. The successful candidate will be responsible for the development and execution of 3rd party plant maintenance contracts and infrastructure projects, ensuring the safe and efficient operation of our facilities.Key ResponsibilitiesDevelop and...


  • The Woodlands, United States Fidelity TalentSource LLC Full time

    Job Description:Fidelity Investments is seeking a highly skilled Financial Consultant to join our team. As a Financial Consultant, you will work closely with clients to understand their financial goals and develop personalized investment strategies to help them achieve their objectives. With your expertise and guidance, clients will be able to make informed...

  • Consulting Manager

    6 days ago


    Green Bay, United States NTT DATA Americas, Inc Full time

    Job Description: Coordinate IT project stakeholders and ensure IT solutions are implemented in alignment with Corporate IT Governance standards Monitor Project Status, Issue & Risk Management and Reporting to Upper Management/Steering Committee/CFO Manage IT vendors/suppliers in complex environment, with multiple workstreams, tight budgets and overlapping...


  • The Woodlands, United States Fidelity TalentSource LLC Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Financial Consultant

    3 weeks ago


    The Woodlands, United States Fidelity TalentSource LLC Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Financial Consultant

    4 weeks ago


    The Woodlands, United States Fidelity TalentSource LLC Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Financial Consultant

    3 months ago


    The Woodlands, United States Fidelity TalentSource LLC Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Financial Consultant

    4 months ago


    The Woodlands, United States Fidelity TalentSource LLC Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Financial Consultant

    3 weeks ago


    The Woodlands, United States Fidelity TalentSource LLC Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...


  • Green Bay, United States American Telephone and Telegraph Company Full time

    Enhance Your Experience Get a newer, better browser (it's free!) Ready for an A different browser will keep you connected to the full website experience and protect you from security risks. Enhance Your Experience Get a newer, better browser (it's free!) Ready for an A different browser will keep you connected to the full website experience and protect you...


  • Brittany Farms-The Highlands, United States BlueWave Solutions Full time

    About the Role:As a Senior Consultant Audit at BlueWave Solutions, you will be part of a dynamic team that drives innovation and transformation in the field of audit analytics, RPA, and artificial intelligence. You will collaborate closely with partners and senior managers to develop and implement cutting-edge solutions that drive business growth and...


  • Green Bay, United States American Telephone and Telegraph Company Full time

    Enhance Your Experience Get a newer, better browser (it's free!) Ready for an A different browser will keep you connected to the full website experience and protect you from security risks. Enhance Your Experience Get a newer, better browser (it's free!) Ready for an A different browser will keep you connected to the full website experience and protect you...


  • Brittany Farms-The Highlands, United States BlueWave Solutions Full time

    About the RoleWe are seeking a highly skilled Senior Consultant Audit to join our team at BlueWave Solutions. As a key member of our audit team, you will play a critical role in delivering high-quality audit services to our clients.Key ResponsibilitiesWork closely with a partner and senior managers in a small team to develop and transform our audit services...

  • Financial Advisor

    3 days ago


    The Woodlands, United States Fidelity TalentSource LLC Full time

    Job Summary:We are seeking a highly skilled and experienced Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Provide comprehensive financial planning...


  • Green Bay, United States ASSOCIATED BANK NA Full time

    JOB REQUIREMENTS: At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. We invite you to view the opportunity...


  • Green Bay, Wisconsin, United States Associated Banc-Corp Full time

    Job SummaryAssociated Banc-Corp is seeking a highly skilled Wealth Risk Oversight Manager to join our team. As a key member of our risk management team, you will be responsible for overseeing all aspects of the independent compliance and operational risk management program specific to the Bank's Wealth, Trust, and Investment business lines.Key...

  • IT Project Manager

    2 weeks ago


    Green Bay, Wisconsin, United States NTT DATA Full time

    Job Title: Consulting ManagerNTT DATA is seeking a highly skilled Consulting Manager to join our team. As a Consulting Manager, you will be responsible for coordinating IT project stakeholders and ensuring that IT solutions are implemented in alignment with Corporate IT Governance standards.Key Responsibilities:Coordinate IT project stakeholders and ensure...


  • Bodega Bay, California, United States Abnormal Security Full time

    Financial Manager, R&DAbnormal Security is seeking a seasoned Financial Manager to join our R&D Finance team. As a key member of our Financial Planning and Analysis (FP&A) team, you will provide strategic financial support to our R&D organization.Key ResponsibilitiesDevelop and maintain financial models to support R&D strategic objectives, ensuring alignment...


  • Bodega Bay, California, United States OneTrust Full time

    Unlock the Full Potential of Data and AIOneTrust is a leading platform that enables organizations to securely handle company data and drive innovation responsibly. As a Senior Customer Success Manager, you will be the top advocate for our customers, bridging the gap between customer, sales, renewals, product, and consulting teams.The ChallengeYou will be...

  • Tax Specialist

    4 weeks ago


    The Dalles, Oregon, United States Emerald Enterprises Full time

    About Emerald EnterprisesWe are a dynamic and innovative company that provides expert tax consulting services to businesses and individuals.Our team of experienced professionals is dedicated to delivering high-quality solutions that meet the unique needs of our clients.We are committed to excellence and strive to build long-term relationships with our...

  • Dental Hygienist

    2 weeks ago


    The Colony, United States Great Expressions - Dental Centers Full time

    Located in Lewisville, TXDental Hygienist519 - Colony - Clinical Services, 4920 State Hwy 121, Lewisville, Texas, United States of America Req #2865Tuesday, September 17, 2024What you’ll do…We are seeking a skilled and compassionate Registered Dental Hygienist (RDH) to join our team. As a vital member of our dental practice, you will play a key role in...