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Portfolio Solutions Consultant IN

Company: Charles Schwab
Location: Indianapolis
Posted on: February 10, 2024

Job Description:

Position Type: RegularYour Opportunity


Fundamentally, we believe all investors should have access to advice and financial guidance without compromise. We help clients achieve their financial goals through proactive wealth management solutions using a rigorous investment methodology. With a focus on inspiring client loyalty and a commitment to employee engagement through career development, we support clients and employees in reaching their goals.

This position is part of a team of experts who provide guidance to clients over the phone. Our Portfolio Solutions Consultant will partner with clients to understand their goals, wishes, and concerns so that they can successfully plan for their financial futures. This role includes uncovering and understanding how life events will impact client needs. Our Portfolio Solutions Consultants work with clients to provide confidence and clarity regarding their overall financial lives and provide actionable recommendations that will benefit and help strengthen their overall plan.

What you have


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

Active FINRA Series 7 required
Active FINRA Series 66 required
Bachelors degree or equivalent work related experience
A minimum of 3 years of financial services experience
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


Whats in it for you

At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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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Keywords: Charles Schwab, Indianapolis , Portfolio Solutions Consultant IN, Professions , Indianapolis, Indiana

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