Top 3741 Investment consultant Jobs

Financial Consultant
Charles Schwab & Co., Inc. —Eden Prairie, MN
- $85,000 - $225,000 a year
- Full-time
- Background check
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
12d
Entry Level – Financial Advisor
Equitable Advisors —Pittsburgh, PA
- $28,000 - $125,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Entry level
- Health savings account
- Employee stock purchase plan
Quick Apply
Retirement Income Consultant
TIAA —Frisco, TX
- $72,800 - $90,000 a year
- Online Application
- Mid-level
- Business development
- In-person
Financial Consultant (Personal Investors)
T. Rowe Price —Owings Mills, MD
- $80,000 - $117,000 a year
- Urgently hiring
- Hybrid work
- Mid-level
- Bachelor's degree
- Organizational skills
- Paid time off
- Adoption assistance
Junior Financial Advisor (Bilingual- Spanish)
The Personnel Consulting Group —Covington, LA
- Spanish
- Bachelor's degree
- Entry level
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Financial Consultant (remote)
S & A Research —Remote
- $49,877.52 - $60,067.55 a year
- Full-time
- Remote
- Background check
- Sales
- Customer service
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Financial Consultant
Valor Family Financial —Remote
- $75,000 - $100,000 a year
- Remote
- US work authorization
- Financial services
- Communication skills
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Management Consultant - Asset & Investment Management
Cutter Associates —Remote
- $80,000 - $110,000 a year
- Full-time
- Remote
- Analysis skills
- Presentation skills
- Travel
- Profit sharing
- Disability insurance
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Entry-Level Financial Consultant
Katie's Financial Services LLC —Remote
- $75,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Driver's License
- On-the-job training
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Financial Consultant (Remote)
Attridge Financial LLC —Remote
- $72,525 - $80,805 a year
- Part-time
- Remote
- Background check
- Sales
- Customer service
- Flexible schedule
Quick Apply
3d
Investment Consultant - Fort Lauderdale, FL
Charles Schwab —Fort Lauderdale, FL
- $24.66 - $47.07 an hour
- Hybrid work
- Background check
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
Investment Consultant - Carmel, IN
Charles Schwab —Carmel, IN
- $24.66 - $43.17 an hour
- Hybrid work
- Mid-level
- 2 years
- Paid parental leave
- Employee stock purchase plan
Investment Consultant - Denver, CO (Downtown Denver)
Charles Schwab —Denver, CO
- $51,300 - $85,000 a year
- Hybrid work
- Mid-level
- Office
- 2 years
- Paid parental leave
- Employee stock purchase plan
11d
Investment Consultant - Forest Hills, NY
Charles Schwab —Forest Hills, NY
- $68,300 - $97,900 a year
- Mid-level
- Office
- 2 years
- Paid parental leave
- Employee stock purchase plan
Investment Consultant - Columbus, OH
Charles Schwab —Columbus, OH
- $51,300 - $89,800 a year
- Hybrid work
- Mid-level
- 2 years
- Paid parental leave
- Employee stock purchase plan
Investment Consultant - Northbrook, IL
Charles Schwab —Northbrook, IL
- $62,600 - $97,900 a year
- Background check
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
10d
Investment Consultant - Burlington, MA
Charles Schwab —Burlington, MA
- $62,600 - $97,900 a year
- Background check
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
Investment Consultant - Cincinnati, OH
Charles Schwab —Cincinnati, OH
- $57,000 - $89,800 a year
- Background check
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
10d
Investment Consultant - Coral Gables, FL
Charles Schwab —Coral Gables, FL
- $26.88 - $44.28 an hour
- Background check
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
9d
Investment Consultant- Brookfield, WI
Charles Schwab —Brookfield, WI
- $55,900 - $80,100 a year
- Mid-level
- Office
- 2 years
- Paid parental leave
- Employee stock purchase plan

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Financial Consultant

Charles Schwab & Co., Inc. -
Eden Prairie, MN

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Job Details

Full-time
$85,000 - $225,000 a year
12 days ago

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
Retirement plan

Qualifications

Financial planning software
Customer communication
Wealth management
Customer relationship building
English
Series 66
Microsoft Office
Estate planning advisory services
Managing clients in a customer support role
Series 7
Salesforce Cloud
Business development
Attention to detail
Sales management systems proficiency
Financial goal setting advisory services
Developing investment risk management strategies
Financial services
CRM system proficiency
Productivity software
Developing strategic partnerships with major clients in a financial advisory role
Experience practicing in the securities industry
Retirement planning advisory services

Full Job Description

The Charles Schwab Eden Prairie Branch is led by Benjamin Wels (the Franchise Branch Owner) and staffed by employees of the franchise. The branch helps individuals and families with their financial needs including, wealth management, retirement planning, investing, asset protection planning, charitable giving, estate planning, and active trading solutions. To learn more about Schwab’s client offerings visit: http://www.aboutschwab.com/about

The Schwab Branch in Eden Prairie, MN is looking for a Registered Financial Consultant with a passion for serving clients. Financial Consultants are not employees of Charles Schwab & Co., Inc.; they are employees of the Franchise Branch Owner (Schwab franchisee) and are Associated Persons of Charles Schwab & Co., Inc.

ROLE DESCRIPTION

FCs help grow the profile and business of the Schwab Branch by supporting Benjamin Wels and other Financial Consultants (FCs) through a variety of activities
Help deepen relationships with existing Schwab client by providing outstanding service, as well as appropriate investment guidance and advice based on client needs
Building strong, personal relationships with clients
Deliver outstanding service and provide all clients with an exceptional experience
Facilitate Strong Financial Planning Conversations

The Schwab Branch in Eden Prairie, MN values integrity, open communication, perseverance and relentless service to our Schwab clients. If you want to work with a business that is dynamic, client centric, and values your contributions, consider a career as an Independent Branch Financial Consultant.

KEY RESPONSIBILITIES

Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage a team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help client’s progress toward achieving their goals
Openness to manage wealth on behalf of clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management

SKILLS & QUALIFICATIONS

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

Minimum of 2 to 3 years in the financial services industry in a registered position where you were responsible managing a client base
Experience and success managing a pipeline
Proficient Discovery Skills
Retirement Income Planning Expertise
High level of curiosity to understand client’s goals, aspirations, and fears
Willingness to be coached and receive feedback
Financial services business development experience preferred
Series 7 and 63 (or 66) licenses required
Strong written and oral communication skills
Client first mentality
Demonstrated experience handling client concerns and issues with tact and diplomacy
Ability to manage multiple client situations, needs, and inquiries simultaneously
Ability to work independently and as part of a team
Strong attention to detail
Able to develop and maintain good cross-enterprise working relationships
Must be proficient with Microsoft Office suite, MoneyGuidePro/Financial Planning Software, and Salesforce/CRM
Pass required background check

This is a summary only-duties and responsibilities may be revised over time.

Job Type: Full-time

Pay: $85,000.00 - $225,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Retirement plan
Vision insurance

Compensation Package:

Bonus opportunities

Language:

English (Required)

License/Certification:

Series 7 (Required)
Series 66 (Required)

Ability to Commute:

Eden Prairie, MN 55344 (Required)

Ability to Relocate:

Eden Prairie, MN 55344: Relocate before starting work (Preferred)

Work Location: In person

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