Current jobs related to Investment Consultant - Redmond, Washington - Charles Schwab

  • Investment Consultant

    2 weeks ago

    Redmond, Washington, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. 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 the...

  • Investment Consultant

    2 weeks ago

    Redmond, Washington, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAre you passionate about helping individuals and families achieve their financial goals? Do you have a knack for building strong relationships and providing exceptional client service? If so, we invite you to join our team as an Investment Consultant at Charles Schwab.As an Investment...

  • Investment Consultant

    4 weeks ago

    Redmond, Washington, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAt 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.We're seeking a talented...

  • Investment Consultant

    4 weeks ago

    Redmond, Washington, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAt 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.We're seeking a talented...

  • Investment Consultant

    1 week ago

    Redmond, Washington, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a skilled Investment Consultant to join our team at Fidelity TalentSource LLC. As an Investment Consultant, you will work directly with clients to help them make informed investment decisions that align with their financial goals and objectives. You will utilize Fidelity's planning and guidance tools to present and implement...

  • Investment Consultant

    1 month ago

    Redmond, Washington, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, you'll have the chance to make a meaningful impact on your career. Our innovative approach combines creative problem-solving with a passion for excellence, driving us to challenge the status quo and transform the finance industry together.As an Investment Consultant, you'll be part of our Branch Network, where you'll learn...

  • Leasing Consultant

    1 week ago

    Redmond, Washington, United States Insite Property Solutions Full time

    About Insite Property SolutionsInsite Property Solutions is a boutique property management company that collaborates with MainStreet Property Group, its investors, and others to operate thriving residential communities and commercial centers. We develop deep relationships with our owners, residents, and communities to understand their unique needs and...

  • Senior Consultant, Technical Project Management Expert

    2 weeks ago

    Redmond, Washington, United States Artic Consulting Full time

    Job OverviewArtic Consulting is expanding its global organization, driven by a commitment to excellence and business impact. We are seeking a Senior Consultant, Technical Project Management to join our team.This is a full-time, direct-hire, remote position that offers a unique opportunity to work on an enterprise-level Lead flow engine across various...

  • Financial Analyst

    2 weeks ago

    Redmond, Washington, United States Aditi Consulting Full time

    Financial Analysis and Control SpecialistAditi Consulting is seeking a highly skilled Financial Analysis and Control Specialist to join our team. As a key member of our financial team, you will be responsible for gathering and analyzing financial information, conducting quantitative analyses, and communicating financial information to clients.Key...

  • Financial Analyst

    2 weeks ago

    Redmond, Washington, United States BCforward Full time

    Financial Analysis and Control SpecialistBCforward is seeking a highly motivated Financial Analysis and Control Specialist for an opportunity in Redmond, WA.Job Summary: Assemble spreadsheets and draw charts and graphs used to illustrate technical reports. Analyze financial information to produce forecast of business, industry and economic conditions for use...

  • Data Scientist: Energy System Modeler

    2 weeks ago

    Redmond, Washington, United States Microsoft Corporation Full time

    Job DescriptionMicrosoft Corporation is seeking a highly skilled Data Scientist to join our Energy Systems team. As a Data Scientist: Energy System Modeler, you will be responsible for conducting and managing electricity grid studies and analyses to ensure energy infrastructure investment, development, and reliability to support the global growth of...

  • Business Strategy Lead for Consumer and Gaming

    4 weeks ago

    Redmond, Washington, United States Microsoft Corporation Full time

    Job DescriptionThe Global Partner Solutions (GPS) team at Microsoft is a sales organization responsible for the commercial partner business. Our mission is to build and sell Microsoft Cloud applications, services, and devices with partners, empowering people and organizations to achieve more.As part of GPS, the Device Partner Sales (DPS) organization plays a...

  • Business Systems Analyst

    4 weeks ago

    Redmond, Washington, United States BCforward Full time

    Job Title: Business Systems AnalystBCforward is seeking a highly motivated Business Systems Analyst to join our team.Job Summary:The Business Systems Analyst will be responsible for performing analysis, design, implementation, modification, and daily functional support of all applications.Key Responsibilities:Work with key stakeholders to align technology...

  • Sales Manager

    7 days ago

    Redmond, Washington, United States The Nippon Telegraph And Telephone Corporation (NTT) Full time

    Job DescriptionNTT DATA is seeking a highly skilled Sales Manager to lead our team of dedicated sales representatives in Seattle, USA. As a Sales Manager, you will be responsible for leading and managing a team to generate new incremental monthly recurring revenue (NIMRR) through the sale of GIN products and services to existing customers.Key...

  • Project Environmental Specialist

    7 days ago

    Redmond, Washington, United States GeoEngineers, Inc. Full time

    Job DescriptionAs a Project Environmental Engineer at GeoEngineers, Inc., you will be responsible for planning, performing, and managing fieldwork to collect environmental data, including soil, sediment, groundwater, and vapor. You will also oversee cleanup construction, evaluate and interpret environmental data, and prepare cleanup documents, including work...

  • Investment Consultant

    3 months ago

    Redmond, United States Charles Schwab Full time

    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...

  • Investment Consultant

    5 months ago

    Redmond, United States Charles Schwab Full time

    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 the...

  • VP, Financial Consultant

    4 weeks ago

    REDMOND, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt 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.   Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...

  • Financial Analysis

    1 day ago

    Redmond, United States Aditi Consulting Full time

    Summary: The main functions of a Financial Analysis & Controls are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical Financial Analysis & Controls is responsible for analyzing and communicating financial information for clients....

  • Instructional Designer

    4 weeks ago

    Redmond, United States The Hiring Group Full time

    Job DescriptionJob DescriptionRedmond, WAOrder: 1173402Our large client in Redmond, Washington has an immediate need for an Instructional Designer with Articulate 360 experience work hybrid onsite, 2-3 days a week at client site but must be local, for the next 6+ months. Pay Range is $25 - 32/hr DOE.  Job Duties: - Design and develop e-learning (online...

  • Financial Analyst 5

    1 day ago

    Redmond, United States Bucher & Christian Consulting, Inc. dba BCforward (BCF) Full time

    Financial Analyst 5 BCforward is currently seeking a highly motivated Financial Analyst 5 for an opportunity in Redmond WA Position Title: Financial Analyst 5 Location: Redmond WA, Remote Anticipated Start Date: - ASAP Please note this is the target date and is subject to change. BCforward will send official notice ahead of a confirmed start date. Expected...

  • IT Asset Management Associate

    1 day ago

    Redmond, United States ApTask Full time

    About Client: The Client is a leading global IT services and consulting company, providing a wide range of services to clients in various industries, including banking, financial services, retail, manufacturing, healthcare, and more. It is one of the largest employers in the IT industry and has a vast and diverse workforce. The company places a strong...

  • Active Directory Systems Engineer

    3 weeks ago

    Redmond, United States The Hiring Group Full time

    Job DescriptionJob DescriptionRedmond, WAOrder: 1175171Short-term onsite project in Redmond, WA. Pay is $50-58/hr W2 or $60-68/hr C2C. The System Engineer will assist with a ~2,000 user environment that is in the process of adding 2x new subsidiaries (150 and 30 users, respectively) and refine/establish essential cloud-based services offered by Microsoft,...

  • Financial Analysis

    2 weeks ago

    Redmond, United States BCforward Full time

    Financial Analysis & Controls 2BCforward is currently seeking a highly motivated Financial Analysis & Controls 2 for an opportunity in Redmond WAPosition Title: Financial Analysis & Controls 2Location: Redmond WA, RemoteAnticipated Start Date: - ASAP Please note this is the target date and is subject to change. BCforward will send official notice ahead of a...

  • Financial Analysis

    1 month ago

    Redmond, United States BCforward Full time

    Financial Analysis & ControlsBCforward is currently seeking highly motivated Financial Analysis & Controls for an opportunity in Redmond, WAPosition Title: Financial Analysis & ControlsLocation: Redmond, WAAnticipated Start Date: ASAPPlease note this is the target date and is subject to change. BCforward will send official notice ahead of a confirmed start...

  • Engineering Project Manager/Coordinator

    3 weeks ago

    Redmond, United States orangepeople Full time

    At OrangePeople we consult for some of the most prestigious brands in the world. But more importantly, our consultants have a voice in the vision and future of the company. At OrangePeople, our focus is people. It’s right there in our name. The main function of a project coordinator is to support project manager and project teams on a project. The...

  • Small Business Banker

    5 months ago

    Redmond, United States Bank of America Full time

    Job 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 deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Sales Manager

    1 day ago

    Redmond, United States The Nippon Telegraph and Telephone Corporation (NTT) Full time

    Make an impact with NTT DATA Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it's a place where you can grow, belong and thrive. Your day at NTT DATA In the role of...

Investment Consultant

2 months ago

Redmond, Washington, United States Charles Schwab Full time

About the Role

At Charles Schwab, we're committed to empowering our employees to make a meaningful impact on their careers. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, laying the foundation for a successful career in financial consulting.

Key Responsibilities

  • Build a book of business through proactive, outbound calls to existing clients, identifying opportunities through needs-based analysis and presenting tailored solutions.
  • Collaborate with experienced Financial Consultants to develop skills and expertise in delivering exceptional value and service to clients.
  • Develop a deep understanding of brokerage and banking products and services, enabling you to provide informed guidance to clients.

Requirements

  • A valid and active Series 7 license is required (obtainable through our Branch Network Licensing Program).
  • A valid and active Series 66 (63/65) license is required (obtainable through employment).
  • A valid and active Life and Health Insurance license is required (obtainable through employment).

Preferred Qualifications

  • 2 years of experience in the financial services industry.
  • Business development experience and a passion for building strong client relationships.

Why Work for Charles Schwab?

We're dedicated to helping our employees achieve their full potential and create a better future for themselves and their clients. Our employees play a central role in shaping the future of the financial industry, driving innovation and excellence in everything we do.

Benefits

We offer a competitive and flexible benefits package designed to support your personal and professional growth, both today and in the future.