Financial Consultant, Participant Investor Concierge
Company: Charles Schwab
Posted on: November 24, 2022
Position Type: Regular
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
- 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
- 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
- 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
- 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
- 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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