Investment Consultant - Eugene, OR
Company: Charles Schwab
Location: Lowell
Posted on: January 27, 2023
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Job Description:
Position Type: Regular
Your Opportunity
Do you enjoy helping clients find ways to reach their financial
goals? Are you competitive and do you thrive in an environment
where you are fairly compensated for your achievements? We are
looking for a self-motivated financial professional that is
passionate about connecting with clients, collaborating with others
and achieving their personal and professional goals while
contributing to those of TD Ameritrade. We offer more than just
self-directed investment services! Our employees continuously
advise and educate our clients on a wide range of services
including, Goal Planning, recommendations of TD Ameritrade
Investment Management Services, and complete wealth management
portfolios.
What you are good at
A Day in the Life of a n Investment Consultant
Start your day with an energizing and encouraging huddle with your
team, capturing goals, best practices and areas of focus for the
day. The Investment Consultant is a highly motivated, licensed
professional with experience and knowledge of financial products
and strategies, with a proven track record of strong performance
vs. individual and team sales targets. A primary focus of the role
is to reactively support existing Mass Affluent ($250k-$1M) clients
to address their financial needs and to help them navigate TD
Ameritrade to achieve their financial goals. Execute contact
management strategy with clients below $100k to maximize daily
opportunities and to grow clients into book of business. This
professional will possess a strong ability to balance multiple
priorities focusing on assisting clients with assessing needs,
proposing our full spectrum of guidance solutions, consolidating
assets, and navigating clients to the next steps to ensure they are
in a fully integrated relationship with all entities. In addition,
this associate will also provide operational support to the branch
on an as needed basis and defined by their manager. Adhere to all
compliance/risk procedures, follow corporate and industry
protocols, and protect the interest of the client and all
entities.
What you have
Pursuant to SAFE Act requirements, all employees engaged in
residential loan mortgage originations must register with the NMLS
registry system and remain in good standing. You will be required
to register and to submit to the required SAFE Act background check
and registration process
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, Eugene , Investment Consultant - Eugene, OR, Other , Lowell, Oregon
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