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Investment Consultant

Company: Charles Schwab
Location: Orlando
Posted on: March 28, 2020

Job Description:

Your OpportunityThe Portfolio Solutions Group is part of the Planning and Portfolio Group which also includes our Schwab Private Client Investment Advisory, Schwab Intelligent Portfolios, Schwab Intelligent Advisory and the Wealth Strategies Group. These areas work closely together to provide clients with various options to address their investment and wealth management needs.What youre good atAs an Investment Consultant with the Portfolio Solutions Group you will provide general service and support to clients that have chosen Schwab Managed Portfolios, Windhaven Portfolios, or ThomasPartners, as an investment management solution. The Portfolio Solutions Group engages in phone based interactions with clients not assigned to a local branch Financial Consultant and that typically have less than $250k in investable household assets at Charles Schwab & Co. Inc.During periodic reviews with these clients, Investment Consultants have the responsibility to evaluate the continued enrollment in advisory program products and services to determine that the solution offered is still in the best interest of the client related to their overall financial and portfolio objectives. If appropriate, the Investment Consultant will recommend alternative services that are aligned with the clients circumstances and needs based on their conversation.You will also have opportunities to provide clients with guidance regarding their wealth planning needs as you utilize the tools and resources available to analyze their retirement and education planning goals.We place a premium on high performance, quality service and the ability to execute on vision of the Portfolio Solutions Group.What you haveEssential experience, knowledge and skills include:

  • Undergraduate degree required
  • Active FINRA Series 7 and 66 required (Series 66 may be obtained within 60 days of employment)
  • CFP required (maybe be obtained as a condition of employment)
  • Five or more years in the financial services industry working directly with clients highly preferred
  • Desire to be highly productive and generate business results
  • Ability to create client promoters by delivering spectacular client experience
  • Polished interpersonal and communication skills
  • Ability to maintain a high degree of accuracy and attention to detailApply for this jobRefer a friendWhy Schwab?At Schwab, Own Your Tomorrow embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. Were a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.Hear from employees:: a package designed to empower your health, wealth, career and life.Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.Job Locations US-FL-OrlandoRequisition ID 2020-52270Posted Date 3 days ago (3/20/2020 5:07 PM)Category Client Service & SupportPosition Type Full time

Keywords: Charles Schwab, Orlando , Investment Consultant, Professions , Orlando, Florida

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