Charles Schwab Investment Consultant - Lone Tree, CO in Lone Tree, Colorado
Fundamentally, we believe all investors should have access to advice and financial guidance without compromise. We help clients achieve their financial goals through proactive wealth management solutions utilizing a rigorous investment methodology. With a focus on inspiring client loyalty and a commitment to employee engagement through career development, we support clients and employees in reaching their goals.
This position is part of a team of experts who provide guidance to clients over the phone. Our Investment Consultants partner with clients to understand their goals, wishes, and concerns so that they can successfully plan for their financial futures. This role includes uncovering and understanding how life events will impact client needs. Our Investment Consultants work with clients to provide confidence and clarity regarding their overall financial lives and provide actionable recommendations that will benefit and help strengthen their overall plan.
What you are good at
As an Investment Consultant at Charles Schwab, you will provide clients with planning guidance, suggestions around their financial needs and goals, and recommend investment solutions aligned with their stated needs. Specific responsibilities include:
Planning and Portfolio Strategies
Partner with clients via phone based interactions to ensure their current managed solution is in the client’s best interest
Serve as a product expert for our managed account solutionsPrepare for client appointments by reviewing financial plan details and create potential investment recommendations and action items for the client
Quickly build rapport with clients and conduct discovery conversations to better understand their financial needs
Provide education regarding financial planning topics
Business Development and Retention
Demonstrate the value and importance of partnering with an investment professional on an ongoing basis
Recommend and subsequently enroll clients into managed solutions based on the client’s individual plan and personal needs
Apply a consultative approach to assess and determine appropriate solutions to meet client’s goals and needs
Uncover development opportunities to further deepen our clients’ overall relationship with Schwab
Proactively follow-up with clients to resolve service requests
Relationship Management and Organziation
Proactively contact clients via phone and digital methods
Manage client appointments and personal calendar to ensure availability and an efficient approach to practice management
Conduct follow-up appointment activities and connect clients with internal specialists or departments based on individual needs
Embrace organizational change and adopt new technologies to improve the client experience
Additionally, you will have the opportunity to:
Be part of a fast-paced environment where you will work on a collaborative team of 10-12 professionals with a supportive manager focused on your professional development and coaching to achieve your long-term career aspirations
Learn from a variety of mentors, coaches and leaders that are focused on you and your career at Schwab
Respond to client research and service requests, including questions regarding their portfolio, financial markets, cashiering, and account opening and funding.
Demonstrate a strong passion for planning, understanding of the markets, empathy, energy, and problem solving while delivering unparalleled value and outstanding service to our clients.
Provide investment education to our clients to empower them to make well-informed financial decisions
What you have
We place a premium on high performance, quality service and the ability to execute our strategy. Essential skills include:
CFP® designation preferred
Active FINRA Series 7
Active FINRA Series 66 (may be obtained within 120 days of employment)
Bachelor’s degree required
Prefer a minimum of 3 years of financial services experience
Entrepreneurial and a self-starter mindset
Polished interpersonal and communication skills
Able to quickly learn new technology and utilize a variety of data and systems
Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines.
Collaborative and relationship-focused work style with demonstrated success in a team based environment.
Open to ongoing coaching and development to achieve positive client outcomes and career aspirations
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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. We’re 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-CO-Lone Tree | US-TX-Fort Worth
Requisition ID 2020-65068
Posted Date 2 weeks ago (9/8/2020 5:06 PM)
Category Sales & Relationship Management
Position Type Full time