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Charles Schwab Inc.
Bethesda, MD | Full Time
$91k-124k (estimate)
5 Months Ago
Fidelity Investments
Bethesda, MD | Full Time
$109k-161k (estimate)
4 Days Ago
Fidelity Investments Careers
Bethesda, MD | Full Time
$103k-155k (estimate)
1 Month Ago
Investment Consultant - Bethesda, MD
$91k-124k (estimate)
Full Time | Securities 5 Months Ago
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Charles Schwab Inc. is Hiring an Investment Consultant - Bethesda, MD Near Bethesda, MD

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, and lending needs. 

To learn more about our client offerings visit: Charles Schwab - Investor Services 

What you are good at

Building strong, personal relationships with our clients is a key component of Schwab’s business strategy. The Investment Consultant will pursue this mission through: 

  • Proactive outbound calls to existing Schwab clients, finding opportunities through needs based analysis and positioning appropriate products and solutions. At times, partnering with subject matter experts, peers and managers. 
  • Create initial relationship with walk-in clients and or prospects to understand investment goals and objectives and position various suitable offerings, based upon individual needs. 
  • Identify and refer additional opportunities to Branch Financial Consultants. 
  • Delivering unparalleled value and excellent service. 

We are looking for people with a passion for helping clients. 

We value integrity, open communication, perseverance, and continuous service to our clients. If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as an Investment Consultant at Charles Schwab. 

To learn more about the culture at Schwab, click here to meet our people.

What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: 

  • 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
  • 2 years of experience in the financial services industry preferred 
  • 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. 

Job Summary

JOB TYPE

Full Time

INDUSTRY

Securities

SALARY

$91k-124k (estimate)

POST DATE

10/10/2022

EXPIRATION DATE

12/25/2022

WEBSITE

aboutschwab.com

HEADQUARTERS

SAN FRANCISCO, CA

SIZE

15,000 - 50,000

FOUNDED

1986

CEO

WALTER W BETTINGER II

REVENUE

$10B - $50B

INDUSTRY

Securities

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The job skills required for Investment Consultant - Bethesda, MD include Planning, Integrity, Client Relationship, Investment Management, Business Development, Financial Services Industry, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Consultant - Bethesda, MD. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Consultant - Bethesda, MD. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Investment Consultant - Bethesda, MD positions, which can be used as a reference in future career path planning. As an Investment Consultant - Bethesda, MD, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Consultant - Bethesda, MD. You can explore the career advancement for an Investment Consultant - Bethesda, MD below and select your interested title to get hiring information.

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If you are interested in becoming an Investment Consultant, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Investment Consultant for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Investment Consultant job description and responsibilities

Provides investors with investment products, advice, and/or planning.

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Investment consultants do in-depth work on formulating investment strategies for clients, helping them fulfill their needs and reach their financial goals.

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Actively monitor client's investments and work with them as their financial objectives change over time to adjust their holdings.

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Duties includes actively monitoring the client's investments and working with them as their financial objectives change over time.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Investment Consultant jobs

Becoming an investment consultant typically requires a college degree and some work experience.

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Investment consultants usually have a bachelor’s or graduate degree in a finance-related discipline such as accounting, business, or economics.

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Although it's not a requirement, candidate may also complete coursework in investments, taxes, risk management, and estate planning.

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Investment consultants may seek professional credentials such as the chartered financial analyst (CFA) or certified financial planner designation.

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Proven work experience as a Financial Consultant, Financial Adviser or similar role.

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