Manager, Portfolio Solutions Consultant

21 hours ago

Southlake, United States Charles Schwab Full time

Position Type: RegularYour opportunity


At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.



As a Managed Solution Consultant at Charles Schwab, you will provide clients with holistic wealth management in a team-based environment. During client consultations you will provide financial planning guidance and advice recommendations based on personal goals and objectives aligned with the client’s stated and uncovered needs. Specific responsibilities include:



Planning and Portfolio Strategies

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.

Business Development and Retention

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

Relationship Management and Organization

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
Have a desire for consistent growth, striving to learn and improve to provide the best possible client experience. This includes embracing an agile mindset and the adoption of new processes and technology to improve the client experience
Adhere to a risk-based approach that always puts the client’s interest first and prioritizes contact and engagement based on the clients needs and preferences

Additionally, you will have the opportunity to:

Be part of a fast-paced environment where you will work on a collaborative team of 12-15 professionals with a supportive leader focused on your professional development and coaching to achieve your long-term career aspirations
Learn from others which includes mentors, coaches and leaders that are focused on you and your career at Schwab
Demonstrate a strong passion for financial 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 clients 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



Required qualifications:

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

Preferred qualifications:

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

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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