20 Investment Consultant - Atlanta, GA (Buckhead) Jobs in Atlanta, GA
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Charles Schwab is Hiring an Investment Consultant - Atlanta, GA (Buckhead) Near Atlanta, GA
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 have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
- 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
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
Full Time
Securities
$76k-117k (estimate)
04/20/2023
05/13/2024
aboutschwab.com
SAN FRANCISCO, CA
15,000 - 50,000
1986
WALTER W BETTINGER II
$10B - $50B
Securities
Related Companies
The job skills required for Investment Consultant - Atlanta, GA (Buckhead) include Planning, Wealth Management, Building Relationships, Investment Management, Problem Solving, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Consultant - Atlanta, GA (Buckhead). 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 - Atlanta, GA (Buckhead). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment Consultant - Atlanta, GA (Buckhead) positions, which can be used as a reference in future career path planning. As an Investment Consultant - Atlanta, GA (Buckhead), 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 - Atlanta, GA (Buckhead). You can explore the career advancement for an Investment Consultant - Atlanta, GA (Buckhead) below and select your interested title to get hiring information.
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.
03/07/2022: Great Falls, MT
Investment consultants do in-depth work on formulating investment strategies for clients, helping them fulfill their needs and reach their financial goals.
03/06/2022: Frankfort, KY
Helps clients formulate and put into place investment strategies as well as construct and maintain their portfolios.
04/06/2022: Dayton, OH
Actively monitor client's investments and work with them as their financial objectives change over time to adjust their holdings.
02/21/2022: Spartanburg, SC
Duties includes actively monitoring the client's investments and working with them as their financial objectives change over time.
05/05/2022: Everett, WA
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.
03/18/2022: Bloomington, IN
Investment consultants usually have a bachelor’s or graduate degree in a finance-related discipline such as accounting, business, or economics.
03/02/2022: Lake Charles, LA
Although it's not a requirement, candidate may also complete coursework in investments, taxes, risk management, and estate planning.
03/25/2022: Bismarck, ND
Investment consultants may seek professional credentials such as the chartered financial analyst (CFA) or certified financial planner designation.
03/20/2022: Grand Forks, ND
Proven work experience as a Financial Consultant, Financial Adviser or similar role.
02/16/2022: Shreveport, LA
Step 3: View the best colleges and universities for Investment Consultant.
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