Investment Consultant - Portland, OR

Company: Charles Schwab
Location: Portland
Posted on: January 27, 2023

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 an 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

A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) - -

A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) -2 years of experience in the financial services industry preferred -Business development experience highly preferred - -Knowledge of brokerage/banking products and services -Strong client relationship building experience - -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 applicantaccessibility@schwab.com or call 800-275-1281.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, Portland , Investment Consultant - Portland, OR, Professions , Portland, Oregon

Click here to apply!

Didn't find what you're looking for? Search again!

Let Portland recruiters find you. Post your resume for free!

Get Portland Professions jobs via email.

View more Portland Professions jobs

Other Professions Jobs

Solar Energy Consultant
Description: Green Ridge Solar -is a fast growing, leading solar and energy efficiency company looking for talented sales professionals to help grow our residential and commercial market. We are seeking highly motivated, (more...)
Company: Green Ridge Solar, Inc.
Location: Tualatin
Posted on: 01/31/2023

CDL Class A Driver - DH.RU, LLC
Description: DH.RU, LLC an Amazon Freight Partner is hiring full-time, motivated Class A CDL drivers with a clean driving record. We are a local small business with the benefits of a large company. We haul exclusively (more...)
Company: AFP
Location: Lafayette
Posted on: 01/31/2023

CDL Class A Driver - FRSH LLC
Description: br br Class A CDL Drivers for Amazon Freight Partner Home Daily, up to 50,000/ year Compensation: 50,000 yearly take home pay plus benefits Sign-On Bonus: 1,500 Consistent Weekly Schedule: (more...)
Company: Amazon Freight Partner
Location: Tualatin
Posted on: 01/31/2023

Salary in Portland, Oregon Area | More details for Portland, Oregon Jobs |Salary

Maintenance Technician (Westmoreland/NW Portland)
Description: Description:C R Management Group is looking for a Maintenance Technician who can carry out repairs, electrical, plumbing, carpentry, painting, landscaping, and janitorial services for four apartment communities (more...)
Company: C & R Management Group LLC
Location: Portland
Posted on: 01/31/2023

Material Handler I
Description: The main function of a warehouse worker is to receive, store and issue materials, equipment and other items from stockroom, warehouse or storage yard. br br Job category br br Branch br br (more...)
Company: Cenergy
Location: Portland
Posted on: 01/31/2023

Senior Wood Shop Carpenter
Description: ABOUT USLit Workshop is a custom fabrication shop that has been in business over 20 years. Our clients are fortune 100 companies and we are looking for an experienced wood fabricator and carpenter who (more...)
Company: LIT Workshop
Location: Portland
Posted on: 01/31/2023

Lead Benefits Consultant
Description: When you join the team at Unum, you become part of an organization committed to helping you thrive.Here, we work to provide the employee benefits and service solutions that enable employees at our client (more...)
Company: Unum
Location: Portland
Posted on: 01/31/2023

Class A Touch Freight Regional
Description: Position Description br br Immediate opening for a SOLO Class A CDL Truck Driver and we want the right Trucker to join us at Ryder in Portland OR br br Call Us or Text--- Portland ---to 904-541-8558 (more...)
Company: Ryder System
Location: Portland
Posted on: 01/31/2023

Sample Receiving Technician Entry Level
Description: OverviewALS provides a broad range of testing and analytical services to a wide variety of end markets and industries around the globe. We continue to remain at the forefront of the testing services industry, (more...)
Company: ALS
Location: Kelso
Posted on: 01/31/2023

Material Handler I- Hardware
Description: Responsibilities br br Perform duties across a variety of functional areas within the facility to support the movement, storage, and shipment of goods, including Picking, Shipping Packaging , Receiving, (more...)
Company: Williams-Sonoma, Inc.
Location: Portland
Posted on: 01/31/2023

Loading more jobs...

Investment Consultant - Portland, OR

Didn't find what you're looking for? Search again!

Other Professions Jobs

Log In or Create An Account