Associate Portfolio Consultant, Schwab Private Client - S.F.

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Job ID:
20170526-2675
Job Category:
Financial Planning/Advice
Relevant Work Experience:
Financial Services-2-5 yrs
Current Licenses / Certifications:
FINRA Series 66, FINRA Series 7
Position Located In:
CA - San Francisco
Education:
BA/BS
Job Type:
Full Time
Description:

San Francisco - CA, SF215FMT, 215 Fremont Street, 94105-2318
Keith Andrew Vogel
20170526-2675

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:

Schwab Private Client is a premier, fee based and non discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. Portfolio Consultants work for Schwab Private Client Investment Advisory, Inc.  ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.

What you’ll do:

As an Associate Portfolio Consultant of SPCIA, you will work as a member of a dedicated Schwab Private Client team to deliver a disciplined, objective, non-discretionary advisory relationship designed to help our clients reach their financial goals. In this role you will be responsible for maintaining, growing and deepening relationships with an assigned practice of clients through activities such as:

  • Providing exceptional on-going client support by handling day-to-day service requests via phone and email
  • Assisting clients in navigating and understanding Schwab’s website, proprietary investing tools, portfolio      performance data and third-party research
  • Scheduling clients with their dedicated Portfolio Consultant for ongoing consultation regarding risk tolerance, asset allocation, advice strategy and how these factors impact the portfolio and investing goals
  • Collaborating to achieve efficient and effective practice management within a team-based environment

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career with Schwab Private Client Investment Advisory, Inc. 

To learn more about the culture at Schwab, click here to meet our people

What you have:

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

  • Undergraduate degree required
  • Active FINRA Series 7 and 66 required (or may be obtained within the first 120 days)
  • Two or more years experience in the financial services industry working directly with clients highly preferred
  • Bilingual Mandarin or Cantonese needed
  • General understanding of brokerage regulations and rules that govern client accounts
  • Demonstrated experience handling client concerns and issues with tact and diplomacy
  • Excellent written and oral communication skills, attention to detail
  • Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
  • Must be able to develop and maintain good cross departmental working relationships

This is a summary only and duties and responsibilities may be changed from time to time, or over time

 

What you’ll get:

  • Comprehensive Compensation and Benefits package
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
  • 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.


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 66, FINRA Series 7
Relevant Work Experience: Financial Services-2-5 yrs
Position Located In: CA - San Francisco
Education: BA/BS
Job Type: Full Time

Category:Financial Planning/Advice
Activation Date: Friday, June 2, 2017
Expiration Date: Saturday, July 1, 2017
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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.