Investment Consultant - Atlanta, GA (Buckhead) GA
Company: Charles Schwab
Location: Atlanta
Posted on: April 30, 2024
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Job Description:
Position Type: RegularYour 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
What's in it for you
At 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 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
Keywords: Charles Schwab, Sandy Springs , Investment Consultant - Atlanta, GA (Buckhead) GA, Professions , Atlanta, Georgia
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