Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an ... If you currently have your securities license, enjoy working in a team setting, and share our ...
Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an ... If you currently have your securities license, enjoy working in a team setting, and share our ...
VP, Financial Consultant - Atlanta, GA (Cobb County)
Atlanta, GA · On-site
$70K - $110K/yr
Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an ... If you currently have your securities license, enjoy working in a team setting, and share our ...
VP, Financial Consultant - Atlanta, GA (Cobb County)
Atlanta, GA · On-site
$70K - $110K/yr
Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an ... If you currently have your securities license, enjoy working in a team setting, and share our ...
Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an ... If you currently have your securities license, enjoy working in a team setting, and share our ...
Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an ... If you currently have your securities license, enjoy working in a team setting, and share our ...
Working Charles Schwab information
See Decatur, GA salary details
$11.03 - $14.08
12% of jobs
$14.08 - $17.13
12% of jobs
$18.02 is the 25th percentile. Wages below this are outliers.
$17.13 - $20.18
6% of jobs
$20.18 - $23.23
0% of jobs
$23.23 - $26.29
17% of jobs
The median wage is $26.60 / hr.
$26.29 - $29.34
36% of jobs
$29.34 - $32.39
1% of jobs
$32.39 - $35.44
0% of jobs
$35.44 - $38.49
8% of jobs
$38.49 - $41.54
5% of jobs
$41.54 - $44.59
3% of jobs
$11
$27
$44
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What are the key skills and qualifications needed to thrive as a Financial Services Representative at Charles Schwab, and why are they important?
How much do employees at Charles Schwab make?
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What opportunities for professional development and career advancement are available to employees at Charles Schwab?
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What is the difference between Working Charles Schwab vs Working Fidelity Investments?
| Aspect | Working Charles Schwab | Working Fidelity Investments |
|---|---|---|
| Required Credentials | Series 7, 63, 66 licenses, relevant FINRA certifications | Series 7, 63, 66 licenses, similar FINRA certifications |
| Work Environment | Financial services, client-facing, office and remote options | Financial services, client-facing, office and remote options |
| Employer & Industry | Major brokerage firm in investment and wealth management | Major brokerage firm in investment and wealth management |
| Common Search & Comparison | Yes | Yes |
Working Charles Schwab and Working Fidelity Investments share similar credentials, work environments, and industry roles. Both involve client service, investment advising, and require FINRA licenses. The main differences lie in company culture and specific product offerings, but overall, they are comparable career paths in the brokerage industry.
Full-time
Medical, Dental, Vision, Retirement
Re-posted 8 days ago
Job description
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.
Investment Professionals' Compensation | Charles Schwab
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you haveRequired Qualifications:
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
- 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 our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
- Openness to manage wealth on behalf of our 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.
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 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