Manager, Portfolio Solutions Consultant - Westlake, TX

The Charles Schwab Corporation; Westlake (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Health, dental, and vision insurance

Tuition reimbursement

Sabbatical after 5 years

Job summary

The Charles Schwab Corporation is seeking a Portfolio Solutions Consultant to deliver holistic wealth management in a team-based, on-site role in Westlake, TX. You will guide clients through financial planning, investments, and retirement strategies while serving as a product expert for a range of managed solutions.

Responsibilities include client discovery, preparing plans, and educating clients on planning and investment topics.

Qualifications

• Active FINRA Series 7 license.
• Active FINRA Series 66 or 63 & 65 (May be obtained on hire).
• Bachelor’s degree or equivalent work experience.
• 2 years of financial services experience.

Responsibilities

• Engage clients via scheduled phone/video interactions to provide financial planning and discovery.
• Act as product expert for a range of managed account solutions.
• Prepare for client appointments by reviewing prior interactions and financial plan details.
• Build rapport with clients and conduct discovery to understand wealth management needs.
• Provide education on financial planning and investment topics including retirement, education, banking, and insurance.
• Demonstrate value of consulting services and enroll clients into suitable managed solutions.
• Manage client calendars, follow up with referrals, and coordinate with internal specialists.

Skills

FINRA Series 7

FINRA Series 66/63/65

Financial services experience

Spanish language (preferred)

Education

Bachelor's degree or equivalent

Job description

Your 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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

As a Portfolio Solutions 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 and video-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 focused on retirement planning, investments, education planning, banking, and insurance

Business Development and Retention

• Demonstrate the value and importance of partnering with a consultant 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
• Seek additional asset consolidation and enrollment opportunities with clients as appropriate
• Apply a consultative approach to assess and determine appropriate solutions to meet client’s goals and needs
• Send and receive client referrals within the branch network to uncover business development opportunities

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 appointments 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
• Embrace 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 client’s 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 10-14 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

Required qualifications:

• Active FINRA Series 7
• Active FINRA Series 66 or 63 & 65. May be obtained as a condition of employment.
• Bachelor’s degree or equivalent work-related experience
• 2 years of financial services experience

Preferred qualifications:

• Ability to speak and write Spanish preferred
• 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 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, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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