Investment Consultant-Portfolio Solutions Group

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Job ID:
0106-31808
Job Category:
Financial Planning/Advice
Relevant Work Experience:
Financial Services-2-5 yrs
Current Licenses / Certifications:
FINRA Series 66, FINRA Series 63, FINRA Series 7
Position Located In:
AZ - Phoenix, FL - Orlando, CO - Lone Tree, IN - Indianapolis
Education:
BA/BS
Job Type:
Full Time

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The Portfolio Solutions Group engage in an on-going phone based relationship with clients that typically have less than $250K in investable assets by providing advice, educational guidance and supporting a disciplined methodology for investing.  The Portfolio Solutions Group works with clients enrolled in Schwab Managed PortfoliosTM, Windhaven PortfoliosTM or ThomasPartnersTM

What you’ll do:

As an Investment Consultant (IC), you will work as a member of a dedicated Portfolio Solutions Group team to support a disciplined, objective, discretionary advisory relationship designed to help our clients reach their financial goals.  

In this role you will be responsible for maintaining, growing and deepening relationship through activities such as: 

  • Proactively manage an assigned practice of clients enrolled in Schwab Managed PortfoliosTM, Windhaven PortfoliosTM      or ThomasPartnersTM.      
  • Determining a client’s on-going appropriateness for these investment solutions  by assessing a client’s overall      investment situation, goals, objectives, preferences, time horizon and risk tolerance
  • Providing comprehensive portfolio analysis and recommendations based on Schwab’s investment philosophy, policies and guidelines in meeting the needs of our clients
  • Supporting the comprehensive wealth management needs of our clients by providing guidance on topics such as retirement, education and social security planning
  • as well as leveraging planning tools and additional resources as needed. 

What you have:

We place a premium on high performance, quality service and the ability to execute the PSG vision. Essential skills include:

  • Undergraduate degree required
  • Active FINRA Series 7, 63 and 66 required (or may be obtained within the first 90 days)
  • Three or more years in the financial services industry working directly with clients highly preferred
  • CFP or commitment to obtaining
  • Polished interpersonal and communication skills, attention to detail

Drive to be highly productive and generate strong business results

 

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life

 


Learn more about Life@Schwab.


Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.


Position Located In:AZ - Phoenix, FL - Orlando, CO - Lone Tree, IN - Indianapolis
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.