portfolio consultant

Charles Schwab

<div><div>Atlanta, GA
</div><b>Requisition ID</b> 2026-123860 <b>Category</b> Retail Branch <b>Position type</b> Regular <b>Pay range</b> USD $27.40 - $39.28 / Hour <b>Application deadline</b> 2026-07-17</div>
<br><div><div><div><h2 class="jobSectionHeader"><b>Your opportunity</b></h2><div><br>
At Schwab, you&rsquo;ll make an impact on your career while helping clients take ownership of
<br>
their financial futures. In a collaborative, inclusive environment, you&rsquo;ll build meaningful
<br>
relationships, grow your skills, and contribute to a client-first culture that drives innovation.</div><div></div><div>
As an <b>Investment Consultant (IC)</b> in Schwab&rsquo;s Branch Network, you&rsquo;ll take a critical first
<br>
step on the path toward becoming a Financial Consultant. This role is designed for
<br>
individuals who are motivated to learn, comfortable taking initiative, and excited to grow
<br>
through hands-on experience.</div><div><br>
You&rsquo;ll develop core consulting skills through proactive client outreach, needs-based
<br>
conversations, and solution positioning&mdash;while learning alongside experienced Financial
<br>
Consultants who provide coaching, mentoring, and real-time feedback. This is a role where
<br>
curiosity, effort, and coachability matter just as much as prior experience.</div><div></div>
<ul><li> active listening and thoughtful questioning to align solutions to client goals</li><li>
Build relationship management skills through timely, accurate, client-focused support</li><li>
Manage priorities effectively across outreach, follow-up, and administrative work</li><li>
Demonstrate resilience and motivation in achieving individual and team goals</li><li>
Collaborate with Financial Consultants and branch leaders to enhance client<br>
experience</li><li>
Take ownership of your learning, results, and professional growth</li></ul><div></div><div><b>
Why you&rsquo;re set up for success:</b></div><div><ul><li><br>
<b>Schwab Training and Development</b></li></ul></div><div><br>
Start with <b>Wealth Management University</b>&mdash;a four-week, live virtual program
<br>
designed to build your foundation for success.</div><div><br>
Afterward, continue your development through<b> hands-on training and mentorship</b> in
<br>
your branch, partnering with your manager, peers, and mentors for guidance aligned to
<br>
your goals.</div><div><ul><li><br>
<b>Career Pathing</b></li></ul></div><div><br>
The Investment Consultant role provides a strong foundation for growth, with a clear
<br>
path to a <b>Financial Consultant</b> position for those looking to deepen client relationships,
<br>
business development skills <b>&ldquo;choose your own adventure&quot;,</b> and financial expertise.</div><div></div><div>
Schwab also supports a approach&mdash;empowering you to explore leadership, expanded branch roles, or opportunities across service and support<br>
teams. You&rsquo;ll be supported by leaders who invest in your growth and continuous
<br>
development over time.</div><div><ul><li><br>
<b>Competitive Compensation</b></li></ul></div><div><br>
In addition to base pay, this role offers <b>bonus and incentive opportunities</b> tied to
<br>
performance.</div><h2 class="jobSectionHeader"><b>
What you have</b></h2><div><b><br>
The expertise you bring:</b></div><div><ul><li><br>
A valid and active FINRA Series 7 license required
</li><li>Currently hold or obtain the FINRA Series 66 (63/65) license and Life &amp; Health
</li></ul>Insurance, both of which are required for this role.<br>
<ul><li>Relevant experience in financial services or a similar client-facing, sales, or advisory
</li></ul>environment preferred</div><div></div><div><b>
The skills you bring:</b></div><div><ul><li><br>
<b>Motivation</b></li></ul></div><div></div><div>
Demonstrate strong ownership, persistence, and drive in achieving goals</div><div><br>
Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and
<br>
contribute to client and business outcomes</div><div><ul><li><br>
<b>Adaptability</b></li></ul></div><div></div><div>
Actively seek, receive, and feedback to strengthen performance</div><div><br>
Adapt to evolving client needs, business priorities, and new information with a flexible,
<br>
solutions-oriented approach</div><div><ul><li><br>
<b>Time</b><b>Management</b></li></ul></div><div><br>
Effectively prioritize and manage multiple responsibilities, including client outreach,
<br>
follow-ups, and ongoing development</div><div><br>
Stay organized and focused in a fast-paced environment to meet deadlines and deliver
<br>
consistent results</div><div><ul><li><br>
<b>Influencing Others</b></li></ul></div><div></div><div>
Use active listening and thoughtful questioning to understand client needs and identify
<br>
appropriate solutions<br>
<br>
Communicate clearly and persuasively to build trust, align on next steps, and guide
<br>
client decisions</div><div><ul><li><br>
<b>Entrepreneurial Orientation</b></li></ul></div><div><br>
Take initiative to identify opportunities, expand client relationships, and contribute to
<br>
business growth</div><div></div><div>
Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges</div><div><h2 class="jobSectionHeader"><b><br>
What&rsquo;s in it for you
</b></h2><p>At Schwab, you&rsquo;re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration&mdash;so you can build the skills to make a lasting impact.</p><p>
We offer a competitive benefits package that takes care of the whole you &ndash; both today and in the future:</p><ul><li>
401(k) with company match and Employee stock purchase plan</li><li>
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>
Paid parental leave and family building benefits</li><li>
Tuition reimbursement</li><li>
Health, dental, and vision insurance</li></ul></div>
<p></p><div>
</div></div><div><div><h3 class="jobSectionHeader"><b>Share:</b></h3>
<ul><li>Facebook</li>
<li>LinkedIn</li>
<li>X</li>
<li>Email</li>
</ul></div></div></div><div><h2 class="jobSectionHeader"><b>Eligible Schwabbies receive</b></h2>
<ul><li><h2 class="jobSectionHeader"><b>Medical, dental and vision benefits</b></h2>
</li><li><h2 class="jobSectionHeader"><b>401(k) and employee stock purchase plans</b></h2>
</li><li><h2 class="jobSectionHeader"><b>Tuition reimbursement to keep developing your career</b></h2>
</li><li><h2 class="jobSectionHeader"><b>Paid parental leave and adoption/family building benefits</b></h2>
</li><li><h2 class="jobSectionHeader"><b>Sabbatical leave available after five years of employment</b></h2></li></ul></div></div>

Investment Consultant - Atlanta, GA - Midtown

Tanami Properties L.L.C.

<div><p><b>Tanami Properties</b> is a leading Dubai‑based real estate brokerage operating since 2015, The company specializes in off-plan and secondary property sales, investment advisory, and Holiday Homes, serving a diverse portfolio of local and international clients. <b>Tanami Properties has been recognized as a top-performing brokerage and awarded by leading developers including Emaar, Nakheel, Dubai Holding, Meraas, Aldar, DAMAC, Nshama, Imtiaz, Danube and SLS</b>, among others. The company continues to grow as a trusted partner in one of the world&rsquo;s most dynamic real estate markets.</p><p></p><p><b><br>
Role Overview:</b></p><p>
We are looking for a motivated and results-driven <b>Investment Consultant (European) </b>to join Tanami Properties. You will specialize in connecting clients with upcoming projects, guiding investors and end-users through off-plan purchases, and maximizing sales opportunities in Dubai&rsquo;s fast-growing property market.</p><p></p><p><b><br>
Key Responsibilities:</b></p><ul><li>
Promote and sell off-plan properties directly from top-tier Dubai developers.</li><li>
Develop and maintain strong relationships with investors, end-users, and developer sales teams.</li><li>
Advise clients on project details, payment plans, ROI, and market trends.</li><li>
Conduct property presentations, attend project launches, and represent the company at real estate events.</li><li>
Generate and manage leads through marketing campaigns, referrals, and networking.</li><li>
Achieve and exceed monthly and quarterly sales targets.</li></ul><br>
<b>
Requirements</b><br>
<ul><li>
Proven off-plan sales experience in Dubai (luxury preferred)</li><li>
Brokers seeking growth, mentorship and structured development</li><li>
Demonstrated ability to self-generate business</li><li>
Strong investment mindset and market understanding</li><li>
Professional, ambitious and performance-driven</li></ul><p></p><p><b>
Languages</b></p><ul><li><b>
Mandatory:</b> English</li><li><b>
Preferred:</b> Italian, French, Russian, Spanish, Czech, Romanian, German, Dutch, Chinese, Turkish</li></ul><br>
<b>
Benefits</b><br>
<p></p><ul><li>
Daily Fresh Leads</li><li>
Personalized marketing campaigns, Kiosk, roadshows &amp; personal branding support</li><li>
Competitive Commission Structure</li><li>
Bonus / Rewards for Top Performers
</li><li>Visa &ndash; Emirates ID &ndash; Medical Insurance &ndash; Rera License
</li><li>CRM, Geniemap, Property Monitor, Property Finder, Bayut, Dubizzle</li><li>
Marketing support, Including Videography and photography</li><li>
Professional Training &ndash; Internal Trainer and Developers Briefing
</li><li>Career Growth &amp; Progression</li></ul><p><br>
</p><p>Prime Office Location in Dubai Marina - 3405 Marina Plaza Tower Al Marsa St. Dubai Marina, United Arab Emirates</p><p>
Be Part of the Best &ndash; Join a top-performing team in one of Dubai&rsquo;s top 10 real estate agencies and take your career to the next level.</p><p><b>
Ready to take your real estate career to new heights! Apply now and become a key player in Dubai&rsquo;s booming off-plan property market!</b></p></div>

Property and Investment Consultant - Offplan

Metropolitan Capital Real Estate

<p><b>Luxury Property Consultant</b></p><p><b>Metropolitan Capital Real Estate &ndash; Abu Dhabi, UAE</b><br/><b>Full‑Time | On‑Site | High Luxury‑Tier Commissions | Premium Client Portfolio</b></p><p><b>About Metropolitan Capital Real Estate</b></p><p>Metropolitan Capital Real Estate is one of Abu Dhabi&rsquo;s most prestigious and fastest‑growing luxury real estate brokerages. With exclusive developer partnerships, premium listings, and a strong international presence, we provide our consultants with the strongest platform to succeed in the high‑end property market.</p><p>We are seeking a polished, ambitious, and client‑focused <b>Luxury Property Consultant</b> to represent Abu Dhabi&rsquo;s most exclusive communities and deliver a refined, investment‑driven experience to high‑net‑worth clients.</p><p><b>Key Responsibilities</b></p><ul><li>Manage luxury property inquiries and conduct private, curated viewings</li><li>Represent premium and ultra‑luxury properties across Abu Dhabi&rsquo;s top communities (Saadiyat, Yas Island, Al Reem, Al Raha, etc.)</li><li>Deliver tailored lifestyle presentations, investment consultations, and community insights</li><li>Build and maintain a portfolio of HNWIs, UHNWIs, and international investors</li><li>Provide expert advisory on pricing, ROI, capital appreciation, payment plans, and luxury market trends</li><li>Negotiate high‑value transactions with precision, professionalism, and discretion</li><li>Maintain CRM accuracy and follow company sales processes</li><li>Represent Metropolitan Capital Real Estate with exceptional etiquette, communication, and brand alignment</li></ul><p><b>Requirements</b></p><ul><li>Proven experience in <b>luxury real estate</b>, premium property sales, or high‑ticket client‑facing roles</li><li>Strong communication, negotiation, and relationship‑building skills</li><li>Ability to work with discerning clients and high‑net‑worth individuals</li><li>Professional appearance, polished communication style, and strong business acumen</li><li>Highly motivated, disciplined, and target‑driven</li><li>Valid UAE driving license and access to a car</li><li>Fluency in English; additional languages (Arabic, Russian, Mandarin, French, Spanish, etc.) are an advantage</li><li>Knowledge of Abu Dhabi&rsquo;s luxury communities is preferred</li></ul><p><b>What We Offer</b></p><ul><li>Attractive <b>luxury‑tier commission structure</b> with exceptional earning potential</li><li>Access to premium listings, exclusive launches, and top developer inventories</li><li>Full marketing, administrative, and CRM support</li><li>Advanced training tailored to luxury property sales and investment advisory</li><li>A sophisticated, multicultural, and high‑performance work environment</li><li>Strong brand reputation that enhances credibility with elite clients</li><li>Clear leadership and career growth pathways within a leading real estate group</li></ul><p><b>Why Join Us</b></p><p>As a Luxury Property Consultant at Metropolitan Capital Real Estate, you&rsquo;ll represent some of the most exclusive properties in Abu Dhabi. With premium inventory, strong developer relationships, and full operational support, you&rsquo;ll have everything you need to excel in the high‑end market and build a highly rewarding career.</p><p><b>How to Apply</b></p><p>Submit your CV through Indeed. Only shortlisted candidates will be contacted.</p><p>Pay: Up to AED1.00 per month</p><p>Work Location: In person</p>

Luxury Property Consultant

<p><b>Residential Sales Consultant</b></p><p><b>Metropolitan Capital Real Estate &ndash; Abu Dhabi, UAE</b><br/>Full‑Time | On‑Site | High Commission Earnings | Residential Property Sales</p><p><b>About Metropolitan Capital Real Estate</b></p><p>Metropolitan Capital Real Estate is one of Abu Dhabi&rsquo;s leading and fastest‑growing real estate brokerages. With exclusive developer partnerships, premium listings, and a strong international presence, we provide Residential Sales Consultants with a powerful platform to succeed.</p><p>We are seeking a polished, knowledgeable, and client‑driven <b>Residential Sales Consultant</b> to represent Abu Dhabi&rsquo;s top residential communities and deliver exceptional advisory services to buyers, sellers, landlords, and investors.</p><p><b>Key Responsibilities</b></p><ul><li>Manage residential property inquiries and conduct professional viewings</li><li>Promote ready and off‑plan homes across Abu Dhabi&rsquo;s leading communities</li><li>Build and maintain a strong portfolio of buyers, sellers, landlords, and investors</li><li>Deliver tailored property presentations, lifestyle insights, and investment consultations</li><li>Advise clients on pricing, ROI, rental yields, payment plans, and market trends</li><li>Negotiate offers and close transactions with accuracy and professionalism</li><li>Maintain CRM records and follow company sales processes</li><li>Represent Metropolitan Capital Real Estate with integrity, expertise, and exceptional customer service</li></ul><p><b>Requirements</b></p><ul><li>Experience in <b>residential real estate sales</b>, brokerage, or high‑value client‑facing roles</li><li>Strong communication, negotiation, and interpersonal skills</li><li>High level of motivation, discipline, and target‑driven mindset</li><li>Ability to build trust and long‑term client relationships</li><li>Professional appearance and strong business acumen</li><li>Valid UAE driving license and access to a car</li><li>Fluency in English; additional languages (Arabic, Russian, Mandarin, French, Spanish, etc.) are an advantage</li><li>Knowledge of Abu Dhabi&rsquo;s residential market is preferred</li></ul><p><b>What We Offer</b></p><ul><li>Attractive <b>commission structure</b> with high earning potential</li><li>Access to exclusive developer inventories and premium residential listings</li><li>Full marketing, administrative, and CRM support</li><li>Professional training and continuous development</li><li>A multicultural, supportive, and high‑performance work environment</li><li>Clear career growth opportunities within a leading real estate brand</li></ul><p><b>Why Join Us</b></p><p>As a Residential Sales Consultant at Metropolitan Capital Real Estate, you&rsquo;ll represent some of Abu Dhabi&rsquo;s most desirable communities and benefit from strong brand recognition, premium inventory, and full operational support. You&rsquo;ll have everything you need to build a successful and rewarding real estate career.</p><p><b>How to Apply</b></p><p>Submit your CV through Indeed. Only shortlisted candidates will be contacted.</p><p>Pay: Up to AED1.00 per month</p><p>Work Location: In person</p>

Residential Sales Consultant

<p><b>Property Sales Consultant</b></p><p><b>Metropolitan Capital Real Estate &ndash; Abu Dhabi, UAE</b><br/>Full‑Time | On‑Site | High Commission Earnings | Sales &amp; Client Advisory Role</p><p><b>About Metropolitan Capital Real Estate</b></p><p>Metropolitan Capital Real Estate is one of Abu Dhabi&rsquo;s leading and fastest‑growing real estate brokerages. With exclusive developer partnerships, premium listings, and a strong international presence, we provide our Property Sales Consultants with a powerful platform to succeed.</p><p>We are seeking a driven, polished, and client‑focused <b>Property Sales Consultant</b> to represent Abu Dhabi&rsquo;s top communities and deliver exceptional advisory services to buyers, sellers, landlords, and investors.</p><p><b>Key Responsibilities</b></p><ul><li>Manage property inquiries and conduct professional viewings</li><li>Promote off‑plan and ready properties from leading Abu Dhabi developers</li><li>Build and maintain a strong portfolio of buyers, sellers, landlords, and investors</li><li>Deliver tailored property presentations and investment consultations</li><li>Advise clients on pricing, ROI, rental yields, payment plans, and market trends</li><li>Negotiate offers and close transactions with accuracy and professionalism</li><li>Maintain CRM records and follow company sales processes</li><li>Represent Metropolitan Capital Real Estate with integrity, expertise, and exceptional customer service</li></ul><p><b>Requirements</b></p><ul><li>Experience in <b>real estate sales</b>, brokerage, or high‑value client‑facing roles</li><li>Strong communication, negotiation, and interpersonal skills</li><li>High level of motivation, discipline, and target‑driven mindset</li><li>Ability to build trust and long‑term client relationships</li><li>Professional appearance and strong business acumen</li><li>Valid UAE driving license and access to a car</li><li>Fluency in English; additional languages (Arabic, Russian, Mandarin, French, Spanish, etc.) are an advantage</li><li>Knowledge of the Abu Dhabi real estate market is preferred</li></ul><p><b>What We Offer</b></p><ul><li>Attractive <b>commission structure</b> with high earning potential</li><li>Full marketing, administrative, and CRM support</li><li>Access to exclusive developer inventories and project launches</li><li>Professional training and continuous development</li><li>A multicultural, supportive, and high‑performance work environment</li><li>Clear career growth opportunities within a leading real estate brand</li></ul><p><b>Why Join Us</b></p><p>As a Property Sales Consultant at Metropolitan Capital Real Estate, you&rsquo;ll benefit from strong brand recognition, premium listings, and full operational support. You&rsquo;ll have the tools, training, and opportunities needed to build a successful and rewarding real estate career in Abu Dhabi.</p><p><b>How to Apply</b></p><p>Submit your CV through Indeed. Only shortlisted candidates will be contacted.</p><p>Pay: Up to AED1.00 per month</p><p>Work Location: In person</p>

Property Sales Consultant

Vista Equity Partners Management

<div>Position Summary:
<p>
Vista Equity Partners is seeking a hands-on Consultant to join the Agentic Factory, our methodology for collaborating with portfolio companies to identify high-value agentic use cases and rapidly build production AI agents that deliver measurable business impact. This is an early-career role that blends hands-on-keyboard contribution to agent-first repositories with the cross-engagement program management that keeps concurrent portfolio builds running.</p><p>
The ideal candidate is an early-career builder who writes code and also takes ownership of the operational machinery behind delivery &mdash; coordinating across concurrent portfolio-company engagements and owning the mechanics that hold them together. You will work directly with the Factory engineering team and portfolio company stakeholders, with significant exposure to senior Vista and portfolio leadership.</p><p>
This is a hands-on role that combines technical contribution with program execution across a fast-moving, multi-engagement environment.</p>
Responsibilities:
<h1 class="jobSectionHeader"><b>What You Will Do</b></h1><p><b>
Hands-On Agentic Delivery</b></p><ul><li>
Contribute hands-on-keyboard to agent-first repositories &mdash; building, testing, and iterating on production AI agents alongside the Factory engineering team.</li><li>
Implement and refine agent components, integrations, and tooling under compressed build timelines.</li><li>
Support MVP delivery for portfolio company engagements, targeting production deployment in under a quarter.</li><li>
Help instrument agents for monitoring, evaluation, and reliability in enterprise environments.</li></ul><p><b>
Cross-Engagement Program Management</b></p><ul><li>
Coordinate delivery across concurrent portfolio-company builds, tracking milestones, dependencies, and risks.</li><li>
Own the operational mechanics of the Agentic Factory program &mdash; scheduling, status tracking, documentation, and engagement tooling that keep multiple builds running in parallel.</li><li>
Serve as a connective point across engineering, portfolio company stakeholders, and Vista leadership, keeping everyone aligned on status and next steps.</li><li>
Capture and codify reusable patterns, templates, and friction logs that improve the Factory&rsquo;s repeatability.</li></ul><p><b>
Learning &amp; Contribution</b></p><ul><li>
Develop deep, hands-on fluency in agentic architectures and the Agentic Factory methodology.</li><li>
Contribute to best practices, internal tooling, and process improvements across the team.</li></ul><p><b>
Due Diligence Support</b></p><ul><li>
Support the due diligence process for potential portfolio companies by helping assess AI capabilities and readiness for agentic adoption.</li><li>
Assist in preparing technical assessments that inform investment decisions and value creation plans.</li></ul><h1 class="jobSectionHeader"><b>
What You Bring</b></h1><p><b>
Technical Foundation</b></p><ul><li>
Solid programming fundamentals, ideally in Python, with comfort working in Git-based repositories</li><li>
Familiarity with, or strong interest in, LLMs, agents, and agentic architectures</li><li>
Exposure to public cloud environments (AWS, Azure, or GCP) and modern development workflows</li><li>
Eagerness to write, read, and debug production code with guidance from senior engineers</li></ul><p><b>
Operational Strength</b></p><ul><li>
Strong organization and the ability to track many moving parts across concurrent workstreams</li><li>
Clear written and verbal communication with both technical and business stakeholders</li><li>
Comfort operating in ambiguous, fast-moving environments</li><li>
A bias toward owning the unglamorous operational details that keep delivery on track</li></ul>
Qualifications:
<ul><li>Bachelor&rsquo;s or Master&rsquo;s degree in Computer Science, Artificial Intelligence, or a related technical field.</li><li>
0&ndash;3 years of experience; recent graduates and early-career professionals are encouraged to apply.</li><li>
Demonstrated hands-on coding ability &mdash; through internships, projects, coursework, or prior roles.</li><li>
Genuine interest in generative AI and agentic systems, and the drive to ramp quickly.</li><li>
Excellent communication, organization, and interpersonal skills.</li><li>
Experience or interest in private equity portfolio companies, consulting, or multi-client environments is a plus.</li></ul><p>
The annualized base pay range for this role is expected to be between $105, 000-140,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package</p></div>

Consultant, Agentic Factory

ANID TURNKEY PROJECTS

<p>Build Mode Industries is looking for a talented and detail-oriented <b>Fit-Out Draftsman</b> to join our growing team in Dubai.</p><p><b>Key Responsibilities:</b></p><ul><li>Prepare detailed fit-out shop drawings, construction drawings, and as-built drawings.</li><li>Interpret architectural, interior design, and MEP drawings for project execution.</li><li>Coordinate with designers, project managers, site engineers, and production teams.</li><li>Prepare ceiling layouts, partition details, flooring layouts, reflected ceiling plans, and detailed joinery drawings.</li><li>Ensure all drawings comply with project specifications, site conditions, and authority requirements.</li><li>Revise drawings based on site conditions and consultant/client comments.</li></ul><p><b>Requirements:</b></p><ul><li>Minimum <b>3&ndash;5 years of experience</b> in interior fit-out drafting, preferably in the UAE.</li><li>Strong proficiency in <b>AutoCAD</b> (knowledge of SketchUp, Revit, or other 3D software is an advantage).</li><li>Good understanding of interior fit-out construction, joinery detailing, and material specifications.</li><li>Ability to read and interpret architectural and MEP drawings.</li><li>Strong attention to detail and the ability to manage multiple projects within deadlines.</li><li>Excellent communication and coordination skills.</li></ul><p><b>Location:</b> Dubai, UAE</p><p>If you're passionate about delivering high-quality interior fit-out projects and thrive in a fast-paced environment, we'd love to hear from you.</p><p>Send your CV and portfolio to <b>hrbuildmode@gmail.com</b> with the subject line: <b>Application &ndash; Fit-Out Draftsman</b>.</p><p>Pay: AED4,000.00 - AED5,000.00 per month</p><p>Work Location: In person</p>

Fit-Out Draftsman

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