Manager, Portfolio Solutions Consultant

$71,000 - $109,000/Yr

Charles Schwab - Lone Tree, CO

Full-time - Mid Level

Lone Tree, CO

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

As a Manager, Portfolio Solutions Consultant at Charles Schwab, you will provide clients with comprehensive wealth management solutions in a collaborative team environment. Your role will involve engaging with clients through financial planning consultations, offering tailored advice based on their personal goals and financial needs. You will also be responsible for business development, client retention, and relationship management, ensuring that clients receive exceptional service and support throughout their financial journey.

Responsibilities

• Partner with clients via scheduled phone-based interactions to engage in financial planning and discovery conversations.
• Serve as a product expert for a variety of managed account solutions.
• Prepare for client appointments by reviewing previous interactions and financial plan details to holistically address the client's financial picture.
• Quickly build rapport with clients and conduct discovery conversations to better understand their financial and wealth management needs.
• Provide education regarding financial planning and investment topics specifically focused around retirement planning, investment planning, education planning, banking, lending and credit management as well as insurance and risk management.
• Demonstrate the value and importance of partnering with an investment professional regarding planning and investment needs as their financial circumstances evolve over time.
• 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.
• Manage client appointments and personal calendar to ensure availability and an efficient approach to engage with our clients.
• Conduct follow-up appointment activities as needed to introduce clients to internal specialists and resources based on their individual needs.
• Strive for consistent growth, learning, and improvement to provide the best possible client experience.
• Adhere to a risk-based approach that always puts the client's interest first.

Requirements

• Active FINRA Series 7
• Active FINRA Series 66 or 63 & 65
• Bachelor's degree or equivalent work related experience
• 3 years of financial services experience

Nice-to-haves

• Entrepreneurial and a self-starter mentality
• Polished interpersonal and communication skills
• Able to quickly learn new technology and use 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

Benefits

• Bonus or incentive opportunities