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Sr. Specialist-Associate Portfolio Consultant, Orlando, FL
Category: Banking
  • Your pay will be discussed at your interview

Job code: lhw-e0-88384623

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Charles Schwab

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  Job posted:   Mon Apr 16, 2018
  Distance to work:   ? miles
  1 Views, 0 Applications  
Sr. Specialist-Associate Portfolio Consultant, Orlando, FL


Orlando - FL, ORL6, 1991 Summit Park Drive, 32810

Keith Andrew Vogel


**We believe that** , when done right, investing liberates people to create their own destiny. **We are driven** by our purpose to champion every client's goals with passion and integrity. **We respect** and appreciate the diversity of our employees, our clients, and the communities we serve. **We challenge** conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of 'own your tomorrow' every day. **We champion** our employee strengths, guide their development, and invest in their long-term success. **We hire** optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

**Our Opportunity:**

Schwab Private Client is a premier, fee based and non discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. Portfolio Consultants work for Schwab Private Client Investment Advisory, Inc. ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.

**What you'll do:**

As an **_Associate Portfolio Consultant_** of SPCIA, you will work as a member of a dedicated Schwab Private Client team to deliver a disciplined, objective, non-discretionary advisory relationship designed to help our clients reach their financial goals. In this role you will be responsible for maintaining, growing and deepening relationships with an assigned practice of clients through activities such as:

+ Providing exceptional on-going client support by handling day-to-day service requests via phone and email

+ Assisting clients in navigating and understanding Schwab's website, proprietary investing tools, portfolio performance data and third-party research

+ Scheduling clients with their dedicated Portfolio Consultant for ongoing consultation regarding risk tolerance, asset allocation, advice strategy and how these factors impact the portfolio and investing goals

+ Collaborating to achieve efficient and effective practice management within a team-based environment

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career with Schwab Private Client Investment Advisory, Inc.

To learn more about the culture at Schwab, click here to meet our people at .

**What you have:**

We place a premium on high performance, quality service and the ability to execute the SPCIA strategy. Essential skills include:

+ Undergraduate degree required

+ Active FINRA Series 7 and 66 required (or may be obtained within the first 120 days)

+ Two or more years experience in the financial services industry working directly with clients highly preferred

+ General understanding of brokerage regulations and rules that govern client accounts

+ Demonstrated experience handling client concerns and issues with tact and diplomacy

+ Excellent written and oral communication skills, attention to detail

+ Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously

+ Must be able to develop and maintain good cross departmental working relationships

This is a summary only and duties and responsibilities may be changed from time to time, or over time

**What you'll get:**

+ Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

+ Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

+ Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

+ Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

+ Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at " .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?:

Work Schedule:

English - spoken

Current Licenses / Certifications:
FINRA Series 66, FINRA Series 7

Relevant Work Experience:
Financial Services-2-5 yrs

Position Located In:
FL - Orlando


Job Type:
Full Time

Category:Financial Planning/Advice

Activation Date: Friday, April 13, 2018

Expiration Date: Tuesday, May 1, 2018

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