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.
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
Business Development and Retention
Relationship Management and Organization
Additionally, you will have the opportunity to:
We place a premium on high performance, quality service and the ability to execute our strategy. Essential skills include:
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at email@example.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.