Investment Consultant - Portland, OR
Company: Charles Schwab
Location: Portland
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 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
Keywords: Charles Schwab, Portland , Investment Consultant - Portland, OR, Professions , Portland, Oregon
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