Investment Consultant- Atlanta (Peachtree Corners), GA Position Available In Gwinnett, Georgia
Tallo's Job Summary: The Investment Consultant position in Atlanta (Peachtree Corners), GA at Schwab offers a salary range of USD $23.99 - $39.57 per hour, with bonus opportunities. Requirements include a Bachelor's degree, Series 7 and 66 licenses, and at least two years of financial services industry experience. This role provides a pathway to becoming a Financial Consultant at Schwab through proactive client outreach and collaboration with experienced professionals.
Job Description
Investment Consultant- Atlanta (Peachtree Corners), GA
Job Locations
US-GA-Peachtree Corners
Requisition
ID 2025-110822
Posted Date 6 days ago
(5/7/2025 8:23 PM) Category Retail Branch Salary Range USD $23.99 – $39.57 / Hour Application deadline 5/16/2025 Position Type 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 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. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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
