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Charles Schwab Investment Consultant in Phoenix, Arizona

Your Opportunity

The Employee Branch Investment Consultant will provide unassigned (not currently working with a Financial Consultant) Schwab employees with comprehensive portfolio analysis and recommendations following the firm’s investment philosophy, policies, guidelines and savings fundamentals in meeting the needs of Employees and their household members on their accounts. The advice provided can include specific investment recommendations, changes to a client’s investment strategy, the use of investment solutions or it may result in guidance regarding their savings, budgeting or retirement plan and how to increase their probability of success leveraging planning tools and resources.

What you are good at

The Investment Consultant will also provide proactive consultations with new employees and their family to ensure a seamless welcome process and create a true sense of partnership, ownership, and appreciation as the new employee begins their relationship with Schwab. The consultant will engage new employees, over the course of multiple conversations, in needs-based dialogue to gain a thorough understanding of employee’s needs to ultimately cultivate the relationship to increase employee engagement and retention. The consultant will reach out to new employees primarily through outbound calling, but also communicates with new employees via inbound calls, emails, faxes and hard copy correspondence. Consultants will follow up on new employee lead opportunities and ensure a seamless transition to Schwab and also offer the opportunity to received financial advice.

What you have

  • Bachelor's degree is required, or relevant work experience.

  • Active and valid FINRA Series 7 license is required

  • Active and valid FINRA Series 66 license is required (may be obtained under a 60 day condition of employment)

  • CFP preferred

  • Portfolio level advice experience preferred

  • Proven success in developing and managing client relationships

  • Strong industry and market knowledge

  • Knowledge of Schwab benefits preferred

  • Excellent consultative, interpersonal and communication skills

  • Basic computer skills

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Why 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. 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-TX-Westlake | US-TX-Austin | US-AZ-Phoenix

Requisition ID 2020-65164

Posted Date 6 days ago (9/16/2020 11:06 AM)

Category Sales & Relationship Management

Position Type Full time