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Financial Consultant, Participant Investor Concierge

Company: Charles Schwab
Location: Austin
Posted on: November 24, 2022

Job Description:

Position Type: Regular
Your Opportunity

The Participant Investor Concierge is part of the Retail Acquisition & Enterprise Marketing organization and is primarily responsible for serving participants in retirement plans administered by Schwab Retirement Plan Services.

Financial Consultants in Participant Investor Concierge are tasked with driving engagement, nurturing relationships, and gaining long-term client loyalty in working with Schwab's retirement plan participants. Through engagement, you will support participant outreach, asset retention, and improve overall client satisfaction as you position yourself to be a key resource in helping participants by finding financial success.

What you are good at

As a Financial Consultant for Participant Investor Concierge, you will advocate on behalf of our participants by listening and discovering what is most important to them, understanding who they are, and then introducing our advice services to help fulfill their financial goals. You will confidently provide wealth management recommendations, advisory guidance, and will discuss timely and relevant topics to drive meaningful outcomes.

Your typical day would include receiving inbound calls from our retirement plan participants, encouraging retention and consolidation of outside assets to Schwab Investor Services, utilizing a consultative sales approach to identify customer needs, providing client focused solutions, and sharing of best practices with your colleagues.

When speaking with participants you will:

  • Be Curious and Consultative: Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on-track with their financial goals.
  • Be a Trusted Advisor: Build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
    • Have a Defined Process: Demonstrate your ability to leverage technology and deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing your client's needs.
    • Use your Team and Ability to Influence: Demonstrate our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
    • Be a Challenger: Partner with and educate participants. Share and engage participants in discussions about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
      Additionally, you will have the opportunity to:
      • Be part of a fast-paced environment where you will work on a collaborative team 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 who are focused on you and your career at Schwab
      • 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 participants 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 implement our strategy. Essential skills include:
        • Bachelor's degree or equivalent work related experience preferred
          • A valid and active FINRA Series 7 required
          • A valid and active Series 66 (63/65) license (may be obtained within a 90 day condition of employment)
          • Minimum of 2 years of financial experience
          • Polished and persuasive interpersonal and verbal/ written communication skills
          • Ability to quickly learn new technology and use a variety of data and systems
          • Open to ongoing coaching and development to achieve positive client outcomes and career aspirations
          • Strong time management skills and productivity; ability to successfully balance competing priorities
          • Learning mindset, as you gain an understanding of all the products and services at Schwab Why work for us?

            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 or call .

            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.

Keywords: Charles Schwab, Austin , Financial Consultant, Participant Investor Concierge, Professions , Austin, Texas

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