Investment Consultant - Atlanta (Peachtree Corners), GA

Position Type: Regular Your opportunity At Schwab, you'll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you'll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation. As an Investment Consultant (IC) in Schwab's Branch Network, you'll take a critical first step on the path toward becoming a Financial Consultant. This role is designed for individuals who are motivated to learn, comfortable taking initiative, and excited to grow through hands-on experience. You'll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning—while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. This is a role where curiosity, effort, and coachability matter just as much as prior experience. * 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 Why you're set up for success: - Schwab Training and Development Start with Wealth Management University —a four-week, live virtual program designed to build your foundation for success. Afterward, continue your development through hands-on training and mentorship in your branch, partnering with your manager, peers, and mentors for guidance aligned to your goals. - 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 "choose your own adventure