Managed Solutions -Investment Consultant

Job Description

Your Opportunity

The 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 you’re good at

As an Investment Consultant with the Portfolio Solutions Group you will provide general service and support to clients that have chosen Schwab Managed PortfoliosTM, Windhaven PortfoliosTM, or ThomasPartnersTM, 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 client’s 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 have

Essential 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 detail