593 Investment Consultant – New York, NY (Midtown) Jobs in New York, NY
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Charles Schwab is Hiring an Investment Consultant – New York, NY (Midtown) Near New York, NY
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 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’ll observe 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
Job Summary
Full Time
Securities
$81k-112k (estimate)
12/14/2023
04/03/2024
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 – New York, NY (Midtown) include Client Relationship, Business Development, Consulting, Financial Services Industry, Health Insurance, Problem Solving, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Consultant – New York, NY (Midtown). 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 – New York, NY (Midtown). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment Consultant – New York, NY (Midtown) positions, which can be used as a reference in future career path planning. As an Investment Consultant – New York, NY (Midtown), 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 – New York, NY (Midtown). You can explore the career advancement for an Investment Consultant – New York, NY (Midtown) 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.
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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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Helps clients formulate and put into place investment strategies as well as construct and maintain their portfolios.
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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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Step 3: View the best colleges and universities for Investment Consultant.
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