Charles Schwab

Investment Consultant

Charles Schwab

Chicago, IL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are excited to announce an opening for an Investment Consultant with Charles Schwab. Our ideal candidate will have a passion for financial services and an eagerness to provide exceptional customer service. We are looking for a professional with the required qualifications to advise clients on investment decisions, build and maintain relationships, and help them meet their financial goals. Our ideal candidate should have the following qualifications:• Bachelor’s degree (preferably in finance, economics, or accounting)• A minimum of five years of experience in the financial services industry• Working knowledge of investments, securities, and financial planning• Ability to build relationships and interact professionally with clients• Excellent customer service, communication, and organizational skillsIf you possess these qualifications and have a passion for helping clients reach their financial goals, we would love to hear from you! Please submit your resume and cover letter for consideration. We look forward to hearing from you!

Where is this job?
This job is located at Chicago, IL, USA
Job Qualifications
  • Proficiency In Microsoft Office

  • Ability To Work Independently

  • Financial Services Experience

  • Investment Management Knowledge

  • Regulatory Compliance Awareness

  • Analytical And Problem-Solving Skills

  • Strong Communication And Interpersonal Skills

  • Bachelor's Degree In Finance Or Related Field

Required Skills
  • Financial Analysis

  • Accounting

  • Financial Planning

  • Data Analysis

  • Market Research

  • Client Service

  • Compliance

  • Risk Analysis

  • Investment Strategy

  • Portfolio Management

  • Trading

  • Client Relations

  • Asset allocation

  • Capital Markets

  • Securities

Soft Skills
  • Communication

  • Leadership

  • creativity

  • Organization

  • flexibility

  • Critical thinking

  • collaboration

  • Adaptability

  • Problem-Solving

  • Time-Management

Compensation

According to JobzMall, the average salary range for a Investment Consultant in Chicago, IL, USA is between $46,000 and $78,000 per year. This range is based on the salaries submitted by users to JobzMall.

Salaries vary depending on experience, qualifications, and the specific job duties and responsibilities. It is important to note that salaries may also vary depending on the employer and the location of the job.

Additional Information
Charles Schwab is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 4th, 2023
Apply BeforeJuly 20th, 2025
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About Charles Schwab

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

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