CrawlJobs Logo

Investment Consultant

schwab.com Logo

Charles Schwab

Location Icon

Location:
United States , Alpharetta

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

26.88 - 44.28 USD / Hour
Save Job
Save Icon
Job offer has expired

Job Description:

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.

Job Responsibility:

  • Learn and grow within our Branch Network at the ground floor
  • Build a book of business through proactive, outbound calls to existing Schwab clients
  • Uncover opportunities through needs-based analysis and positioning appropriate products and solutions
  • Observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring

Requirements:

  • 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

Nice to have:

  • Certified Financial Planner (CFP) certification
  • Financial business development experience
What we offer:
  • 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
  • Medical, dental and vision benefits
  • 401(k) and employee stock purchase plans
  • Tuition reimbursement to keep developing your career
  • Paid parental leave and adoption/family building benefits
  • Sabbatical leave available after five years of employment

Additional Information:

Job Posted:
January 12, 2026

Expiration:
January 16, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Icon
Charles Schwab - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Investment Consultant

Consultant, Investment Governance

We are looking for a Consultant to join our Investment Governance Team. The purp...
Location
Location
Australia , Melbourne
Salary
Salary:
Not provided
frontieradvisors.com.au Logo
Frontier Advisors
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience working with policy of APRA and ASIC
  • Relevant experience within compliance and or governance
  • A sound, working knowledge of current, relevant investment governance legislation and compliance requirements
  • Exemplary interpersonal skills and an ability to work in, and contribute to, a team environment by working co-operatively and effectively in an environment of mutual respect
  • Excellent verbal and written communication skills and an ability to communicate at all levels
Job Responsibility
Job Responsibility
  • Actively participate in thought leadership and the research process, including the preparation of due diligence documents, report writing and marketing materials relating to investment governance
  • Lead matters relating to investment governance with client teams at both large complex superannuation clients and boutique clients such as family offices, charities and foundations
  • Providing high quality and timely consulting advice to clients for investment governance related matters including regulatory and market-related updates
  • Review (or establish) valuation governance frameworks and providing recommendations, value-adding feedback and assessment relative to regulatory expectations
Read More
Arrow Right

Senior Consultant

We are looking for a Senior Consultant to join the Frontier Team. As a Senior Co...
Location
Location
Australia , Melbourne
Salary
Salary:
Not provided
frontieradvisors.com.au Logo
Frontier Advisors
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong knowledge of investment management and asset allocation ideally including experience specifically in consulting or providing investment advice
  • Excellent organisation skills, an ability to work with external clients, consultants and advisers
  • Exemplary interpersonal skills and an ability to work in, and contribute to, a team environment by working co-operatively and effectively in an environment of mutual respect
  • Relevant experience and relationships across the superannuation and other institutional investment clients
  • Excellent verbal and written communication skills and an ability to communicate at all levels including, professional presentation to clients and staff
  • An ability to work with ambiguity within a commercially sensitive environment
Job Responsibility
Job Responsibility
  • Client work management and relationships
  • Undertake client work and build and consolidate client relationships
  • Investment or thematic research
  • Actively participate in Frontier’s investment research program, broaden investment knowledge to expand intellectual capital and add value to clients’ portfolios
Read More
Arrow Right

Principal Consultant

We are looking for a Principal Consultant to join our team. As a Principal Consu...
Location
Location
Australia , Melbourne
Salary
Salary:
Not provided
frontieradvisors.com.au Logo
Frontier Advisors
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Relevant advisory or consulting experience within investment consulting or a closely related field
  • Exemplary interpersonal skills and an ability to work in, and contribute to, a team environment by working co-operatively and effectively in an environment of mutual respect
  • Excellent verbal and written communication skills and an ability to communicate at all levels
  • Excellent organisation skills, an ability to work autonomously, set priorities and work to deadlines
  • Strong MS Word, MS Excel and MS PowerPoint skills, with a particular emphasis on strong Excel skills
  • Proven experience working in a commercially sensitive environment
Job Responsibility
Job Responsibility
  • Client work management and relationships, specifically those clients for whom you are directly responsible
  • Manager research and investment research
  • Undertake client work and build and consolidate client relationships
  • Maintaining awareness at all times of the clients for which you are directly responsible and to which you have been allocated
  • Taking responsibility for those relationships and for guiding less experienced staff who work with you on those client teams
  • Contributing effectively to the development and maintenance of client relationships by identifying and employing strategies to secure and/or enhance such relationships
  • Showing initiative and raising issues with clients’ portfolios with the client team as you identify them
  • Providing high quality and timely advice to clients and becoming valued by the client
  • Demonstrating initiative and pro-activity towards clients and service delivery
  • Ensuring that all work is subject to Frontier’s quality assurance processes
  • Fulltime
Read More
Arrow Right

Investments & Corporate Strategy

Fever is looking for profiles passionate about technology and the use of data an...
Location
Location
Spain , Madrid
Salary
Salary:
Not provided
https://feverup.com/fe Logo
Fever
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • STEM Background, with high achievement results
  • English and Spanish fluent
  • Outstanding analytical skills, good business sense, and strategic mindset
  • Strong critical thinking, attention to detail, proactiveness, and self-motivation
  • Strong communication skills and relationship management
  • Previous experience in investment banking or consulting is a plus
  • 1-6 years of previous working experience, responsibilities assigned accordingly during the selection process
Job Responsibility
Job Responsibility
  • Source & Analyse New Investment Opportunities
  • Assists in analyzing the business and financial viability of investments and projects
  • Evaluate the strategic interest and priorities of projects
  • Assesses the risks inherent in new initiatives
  • Communicates with founders, management teams, partners, and other stakeholders
  • Performs external market research and development expertise in the international entertainment industry
  • Provides input to define the optimum deal structure
  • Leads predictive modeling work and predictive analytics
  • Analyzes and optimizes key levers of profitability
  • Creates, executes, and maintains forecasting models
What we offer
What we offer
  • Attractive compensation package
  • Health insurance and other benefits
  • Opportunity to have a real impact
  • 40% discount on all Fever events and experiences
  • Work in a location in the heart of Madrid
  • Home office friendly
  • Responsibility from day one
  • Great work environment
  • English Lessons
  • Gympass Membership
  • Fulltime
Read More
Arrow Right

Portfolio Implementation Consultant

The Portfolio Implementation Consultant is a vital link responsible for taking t...
Location
Location
Canada , Toronto
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
January 25, 2026
Flip Icon
Requirements
Requirements
  • Demonstrated experience supporting and implementing guided portfolios that align with client objectives, risk tolerance, and market conditions
  • Proven background in portfolio implementation, rebalancing, transition management, and/or trade execution
  • Experience in a role that involves client-facing communication, ideally assisting in the delivery of portfolio insights and proposals to financial advisors
  • Must be able to successfully pass Tier 1 checks (as required by the client)
  • A strong understanding of the wealth management or capital markets advisory space is essential
  • Prior experience supporting business development through portfolio reviews and investment case studies is highly desirable
Job Responsibility
Job Responsibility
  • Oversee and collaborate with Product, SLGI, Operations, and Wealth consultants to ensure seamless portfolio implementation and rebalancing
  • Manage transition activities, trade execution processes, and operational efficiency during all portfolio adjustments
  • Identify and explore opportunities to enhance implementation workflows through process optimization, automation, and the use of technology platforms
  • Partner with Wealth consultants and SLGI wholesalers to deliver customized portfolio insights, proposals, and presentations to financial advisors
  • Ensure FISI guided portfolios are communicated in a clear, easily understandable, and client-friendly manner
  • Support business development initiatives by preparing and delivering portfolio reviews, competitive positioning analysis, and detailed investment case studies
  • Conduct training sessions and workshops for internal partners on best practices related to portfolio implementation
  • Work closely with product and dealer teams to successfully integrate new investment solutions into existing portfolios
  • Contribute to the ongoing development and refinement of guided portfolio guidelines
  • Support strategic platform enhancements related to essential tools like portfolio analytics and rebalancing
What we offer
What we offer
  • High-Impact Role: Directly influence client outcomes and portfolio efficiency across the firm’s investment platform
  • Exposure to Strategy: Work with senior product and investment teams (SLGI) to shape and refine guided portfolio guidelines and integration strategies
!
Read More
Arrow Right

Senior Data Solutions Consultant

As a Senior Data Solutions Consultant, you’ll lead some of Addepar’s most comple...
Location
Location
United States , New York
Salary
Salary:
112000.00 - 175000.00 USD / Year
addepar.com Logo
Addepar
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects
  • Expert in Python, with hands-on experience manipulating large datasets, building ETL pipelines, or automating data workflows
  • Deep domain knowledge in investment management, including a strong understanding of diverse asset classes (equities, fixed income, derivatives, alternatives), financial instruments, and portfolio accounting principles
  • Significant hands-on experience working with investment data sources, including security master files, transaction and pricing data, and market data feeds
  • Exceptional communication skills with the ability to translate technical concepts into business outcomes
  • Creative problem-solver who operates with ownership and accountability in ambiguous environments
  • Works effectively across teams and functions to deliver measurable impact
  • Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale
  • Thrives in a fast-paced environment with evolving priorities and global stakeholders
Job Responsibility
Job Responsibility
  • Lead complex client implementations: Architect and execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar
  • Design scalable data solutions: Translate unique client requirements into flexible, sustainable workflows that enable accurate reporting and analysis
  • Own a portfolio of high-impact projects: Manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion
  • Elevate team capability: Build or enhance internal tools, scripts, and frameworks that improve efficiency, data quality, and scalability across the team
  • Consult and collaborate: Serve as a subject-matter expert for investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes
  • Mentor and influence: Provide guidance and technical mentorship to peers, contributing to best practices and knowledge-sharing across the Data Solutions function
  • Champion operational excellence: Identify and lead opportunities to streamline, automate, and improve our delivery processes and workflows
What we offer
What we offer
  • bonus
  • equity
  • benefits
  • Fulltime
Read More
Arrow Right

Senior Data Solutions Consultant

As a Senior Data Solutions Consultant, you will lead some of Addepar’s complex a...
Location
Location
India , Pune
Salary
Salary:
Not provided
addepar.com Logo
Addepar
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum 5+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects
  • Experience with Python, with hands-on experience manipulating large datasets, building ETL pipelines, or automating data workflows
  • Deep domain knowledge in investment management, including a strong understanding of diverse asset classes (equities, fixed income, derivatives, alternatives), financial instruments, and portfolio accounting principles
  • Significant hands-on experience working with investment data sources, including security master files, transaction and pricing data, and market data feeds
  • Exceptional communication skills with the ability to translate technical concepts into business outcomes
  • Creative problem-solver who operates with ownership and accountability in ambiguous environments
  • Works effectively across teams and functions to deliver measurable impact
  • Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale
  • Thrives in a fast-paced environment with evolving priorities and global stakeholders
  • Applicants must have legal authorization to work in the country where this role is based on the first day of employment
Job Responsibility
Job Responsibility
  • Lead complex client implementations: Architect and execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar
  • Design scalable data solutions: Translate unique client requirements into flexible, sustainable workflows that enable accurate reporting and analysis
  • Own a portfolio of high-impact projects: Manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion
  • Elevate team capability: Build or enhance internal tools, scripts, and frameworks that improve efficiency, data quality, and scalability across the team
  • Consult and collaborate: Serve as a subject-matter expert for investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes
  • Mentor and influence: Provide guidance and technical mentorship to peers, contributing to best practices and knowledge-sharing across the Data Solutions function
  • Champion operational excellence: Identify and lead opportunities to streamline, automate, and improve our delivery processes and workflows
  • Fulltime
Read More
Arrow Right

Business Co-Founder

10x Value Partners is the think tank and investment firm established by serial e...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
10xvaluepartners.com Logo
10x Value Partners GmbH
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • You have the strong desire to found a company, but you want to get support for finding the right idea and getting the company off the ground
  • You have an outstanding degree/MBA from a top university
  • You have gained working experience in a top-tier consulting, investment banking or private equity and/or as a senior manager in a successful, venture-backed technology start-up
  • You have a proven track record of personal, academic and professional achievements
  • You can effectively work in an independent, structured and goal-oriented manner
  • You have a high degree of comfort with analytics, numbers and the capability to draw decisions based on both intuition and data
  • You are team oriented and ambitious
  • You are fluent in English
Job Responsibility
Job Responsibility
  • Taking co-founder level responsibility for building an innovative tech company
  • Running the business as a general manager with responsibility for profit, revenue, cash and quality targets
  • Building, leading and motivating your own energetic and results-oriented team
  • Identifying opportunities and potentials for improvement in an entrepreneurial manner
  • Managing relationships with key stakeholders and business partners (internal and external)
What we offer
What we offer
  • Opportunity to found a company with guidance and operational support from an experienced entrepreneur and start-up executive
  • True co-founder upside: The founders of the company hold the vast majority of the company equity
  • A fast-paced working environment with challenges which let you grow day by day
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Poland Jobs Ireland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy