Investment Analyst jobs in Lubbock, TX

Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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Investment Consultant
  • Charles Schwab
  • Midland, TX FULL_TIME
  • Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.

    What you have

    Building strong, personal relationships with our clients is a key component of Schwab’s business strategy. The Investment Consultant will pursue this mission through:

    • Proactive outbound calls to existing Schwab clients, finding opportunities through needs-based analysis and positioning appropriate products and solutions. At times, partnering with subject matter experts, peers and managers.

    • Create initial relationships with walk-in clients and or prospects to understand investment goals and objectives and position various suitable offerings, based upon individual needs.

    • Identify and refer additional opportunities to Branch Financial Consultants.

    • Delivering unparalleled value and excellent service.

    We are looking for people with a passion for helping clients.

    We value integrity, open communication, perseverance, and continuous service to our clients. If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for extraordinary financial rewards, consider a career as an Investment Consultant at Charles Schwab.

    We place a premium on high performance, quality service and the ability to execute the Schwab strategy.

    Essential skills include:

    • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)

    • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)

    • A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)

    • 2 years of experience in the financial services industry preferred

    • Business development experience highly preferred

    • Knowledge of brokerage/banking products and services

    • Strong client relationship building experience

    Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.

    What’s in it for you

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

    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


    About the Company:
    Charles Schwab


    Schwab has earned high praise in 2016 for its heritage of innovation, contemporary wealth management capabilities, and workplace culture.

    Selected as one of the FORTUNE Top 50 “World’s Most Admired Companies®”, Schwab ranked #1 for Innovation and Social Responsibility in Key Attributes of Reputation and #2 in the Securities and Asset Management category.

    Schwab received a fifth consecutive win of the Gallup® Great Workplace Award, placing Schwab among the top 35 companies recognized for having the most engaged workforces in the world.

    Schwab’s commitment to challenging the industry status quo, delivering excellent client service supported by strong corporate governance practices, is due to our strong leadership team and Board of Directors.



    Company Size:
    50 to 99 employees


    Industry:
    Banking


    Founded:
    1976


    Website:
    https://www.aboutschwab.com/


  • 1 Month Ago

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Maintenance technician
  • Monarch Investment & Management Group
  • Lubbock, TX FULL_TIME
  • At Monarch, it’s all about people. Our residents depend on us to be observant, interested in their lives, and quick to respond to their needs. We enjoy working with them and with each other. Every day...
  • 1 Day Ago

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Part Time Leasing Agent
  • Monarch Investment and Management Group
  • Hobbs, NM PART_TIME
  • Are you looking for a position with AMAZING growth potential? Monarch Investment and Management Group is looking for a Part-Time Leasing Agent to join our team at the Homestead Apartments in Hobbs, NM...
  • 9 Days Ago

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Sales Professional - ODESSA TX
  • Directors Investment Group
  • Odessa, TX FULL_TIME
  • Do you want to do work that matters?Do you love getting to work with people, hear their stories, and help them make decisions that will benefit their families for years to come?If you are looking for ...
  • 13 Days Ago

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Investment Consultant - Midland, TX
  • Charles Schwab Inc.
  • Midland, TX FULL_TIME
  • Your Opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial...
  • 22 Days Ago

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Investment Consultant - Midland, TX
  • JobRapido
  • gardendale, TX FULL_TIME
  • Position Type: Regular Your Opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and famili...
  • 1 Month Ago

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0 Investment Analyst jobs found in Lubbock, TX area

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Sr. Financial Analyst
  • ittxylem
  • Lubbock, TX
  • Job Details We're Hiring for a Sr. Finance Analyst! If you are excited and passionate about helping #LetsSolveWater, con...
  • 3/29/2024 12:00:00 AM

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Veterinarian
  • Cooper Veterinary Clinic
  • Lubbock, TX
  • At Cooper Veterinary Clinic, we are a growing practice, and we are thrilled to be on the lookout for a new veterinarian ...
  • 3/29/2024 12:00:00 AM

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Speech Language Pathologist-Neuro- Full Time
  • Collage Home and Community Rehabilitation Partners
  • Lubbock, TX
  • Overview: Join the excitement of a dynamic company committed to providing exceptional neurological rehabilitation. Colla...
  • 3/29/2024 12:00:00 AM

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Home Health Sales Executive
  • Humana Inc.
  • Lubbock, TX
  • Become a part of our caring community and help us put health first As a Home Health Specialist, you will: * Call on phys...
  • 3/29/2024 12:00:00 AM

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Independent Optometrist - Walmart
  • Walmart
  • Lubbock, TX
  • Minimum Qualifications for a lease agreement: Doctor of Optometry (OD) from an accredited optometry school Valid state o...
  • 3/27/2024 12:00:00 AM

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Independent Optometrist - Walmart
  • Walmart
  • Lubbock, TX
  • Minimum Qualifications for a lease agreement: Doctor of Optometry (OD) from an accredited optometry school Valid state o...
  • 3/27/2024 12:00:00 AM

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Financial Professional
  • New York Life Insurance Company
  • Lubbock, TX
  • Financial Professional Must live within 300 miles of the Lubbock, TX area. Are you a leader who has the following traits...
  • 3/27/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • Lubbock, TX
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 3/26/2024 12:00:00 AM

Lubbock (/ˈlʌbək/ LUB-ək) is the 11th-most populous city in the U.S. state of Texas and the county seat of Lubbock County. With a population of 256,042 in 2015, the city is also the 83rd-most populous in the United States. The city is located in northwestern part of the state, a region known historically and geographically as the Llano Estacado, and ecologically is part of the southern end of the High Plains, lying at the economic center of the Lubbock metropolitan area, which has a projected 2020 population of 327,424. Lubbock's nickname, "Hub City", derives from it being the economic, educat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$79,380 to $118,395
Lubbock, Texas area prices
were up 1.2% from a year ago

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