Investment Consultant - Atlanta (Peachtree Corners), GA

About the role

In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.

Responsibilities

• Take a critical first step on the path toward becoming a Financial Consultant.
• Develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning.
• Learn alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback.
• Apply active listening and thoughtful questioning to align solutions to client goals.
• Build relationship management skills through timely, accurate, client-focused support.
• Manage priorities effectively across outreach, follow-up, and administrative work.
• Demonstrate resilience and motivation in achieving individual and team goals.
• Collaborate with Financial Consultants and branch leaders to enhance client experience.
• Take ownership of your learning, results, and professional growth.

Requirements

• A valid and active FINRA Series 7 license required.
• Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role.
• Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred.

Qualifications

• Motivation: Demonstrate strong ownership, persistence, and drive in achieving goals.
• Adaptability: Maintain a growth-oriented mindset, seek opportunities to learn, improve, and contribute to client and business outcomes.
• Time Management: Actively seek, receive, and apply feedback to strengthen performance; adapt to evolving client needs, business priorities, and new information with a flexible, solutions-oriented approach.
• Influencing Others: Effectively prioritize and manage multiple responsibilities, including client outreach, follow-ups, and ongoing development; stay organized and focused in a fast-paced environment to meet deadlines and deliver consistent results; use active listening and thoughtful questioning to understand client needs and identify appropriate solutions; communicate clearly and persuasively to build trust, align on next steps, and guide client decisions.
• Entrepreneurial Orientation: Take initiative to identify opportunities, expand client relationships, and contribute to business growth; demonstrate resilience and resourcefulness in pursuing goals and navigating challenges.

Skills

• Motivation: Strong ownership, persistence, and drive in achieving goals.
• Adaptability: Growth-oriented mindset, seeking opportunities to learn, improve, and contribute to client and business outcomes.
• Time Management: Prioritize and manage multiple responsibilities, stay organized and focused in a fast-paced environment to meet deadlines and deliver consistent results.
• Influencing Others: Active listening and thoughtful questioning to understand client needs and identify appropriate solutions; communicate clearly and persuasively to build trust, align on next steps, and guide client decisions.
• Entrepreneurial Orientation: Take initiative to identify opportunities, expand client relationships, and contribute to business growth; demonstrate resilience and resourcefulness in pursuing goals and navigating challenges.

Benefits

• Competitive compensation including base pay, bonus, and incentive opportunities tied to performance.
• Schwab Training and Development: Start with Wealth Management University—a four-week, live virtual program designed to build your foundation for success. Continue your development through hands-on training and mentorship in your branch.
• Career Pathing: The Investment Consultant role provides a strong foundation for growth, with a clear path to a Financial Consultant position for those looking to deepen client relationships, business development skills, and financial expertise.
• Leadership Opportunities: Support from leaders who invest in your growth and continuous development over time.
• Comprehensive Benefits Package: 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.

Pay

Base pay is provided along with bonus and incentive opportunities tied to performance.

Schedule

The schedule is flexible and designed to accommodate the needs of both the employee and the client.