Investment Consultant Charles Schwab Salary Reddit I m looking to get some sort of insight into some of the details of this role Can anyone highlight what is the typical compensation base salary and guarantee From what I can tell you aren t expected to prospect from outside the firm and are given warm leads and a book of business is this correct How is Schwab as a place to work at
11 votes 11 comments Anyone have any insight into working as a consultant for Charles Schwab Gig seems decent but looking to get some additional I m looking to apply to either a Fidelity Investment consultant role or Schwab Financial a consultant Partner I have my CFP I got it early while being an associate at an asset management firm and I m now making a career pivot Anyone have feedback on either or from a day to day perspective comp structure Any insight is appreciated
Investment Consultant Charles Schwab Salary Reddit
Investment Consultant Charles Schwab Salary Reddit
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Charles Schwab Board Of Directors Compensation And Salary
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Kyle Stefan Investment Consultant Charles Schwab LinkedIn
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Investment Consultants What They Do Investment Consultants assist and meet with clients who are not assigned to a Financial Consultant s practice as well as with potential new clients to identify and analyze their financial needs Compensation In addition to a base salary Investment Consultants are eligible to earn an annual bonus that is funded based on Schwab s Retail Net New Assets Financial Consultants don t recommend or place trades for clients Schwab doesn t have any commission based advice offerings The call service teams take self directed client trades over the phone though and Schwab charges 25 trade the rep doesn t benefit from that
I ve been offered a position at a Fidelity branch as a financial representative and I m also in the interview process for an Investment Consultant position at Charles Schwab My ultimate goal is to be an advisor and it seems like I ll be able to do that with both firms Fidelity seems to have a lot more training and they seem more interested in giving me the tools and the development to Financial Consultants may give financial planning and investment advice to some of their cli ents Although Schwab as a company may earn more or less revenue depending on the invest ment product or portfolio management service a Financial Consultant recommends we have designed their compensation based on the time complexity and expertise necessary to under stand recommend and provide
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I recently accepted a position with Charles Schwab to be apart of the Financial Consultant Academy in Westlake TX I m a new college grad and wanted to get as many peoples opinions and words of advice as possible I m excited to get started but not sure what to expect as it pertains to promotions after the first year contract is up as well as movement to different branch offices based on The estimated total pay range for a Investment Consultant at Charles Schwab is 81K 147K per year which includes base salary and additional pay The average Investment Consultant base salary at Charles Schwab is 85K per year The average additional pay is 22K per year which could include cash bonus stock commission profit sharing or tips The Most Likely Range reflects values
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