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Investment Consultant - Launch Financial Advisory Career
Job in
Alpharetta, Fulton County, Georgia, 30239, USA
Listed on 2026-06-21
Listing for:
Charles Schwab
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Charles Schwab in Alpharetta, Georgia is looking for an Investment Consultant (IC) to empower clients and transform the finance industry. In this role, you'll learn how to build a successful client book through outbound calls while collaborating closely with experienced Financial Consultants.
The ideal candidate will possess a Bachelor's degree, Series 7 and 66 licenses, and must have a minimum of two years of experience in finance. This position offers meaningful work, continuous learning, and a competitive benefits package including a 401(k) with company match.
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