New Client Investment Consultant
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About The Position
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. Schwab's Prospect Conversion Team is an integral part of the broader Investor Services organization and is primarily responsible for the retail acquisition of prospects as well as new retail clients who have been at Schwab less than 90 days. We strive to create a consistent and exceptional experience to ensure every client experiences the very best Schwab has to offer. We accomplish this by focusing on the client's holistic needs, assisting with new account openings, proposing relevant solutions and navigating them through the steps necessary to ensure they are in a fully integrated relationship with Schwab. A passion for engaging and creating impactful experiences for prospects and new to retail clients within a dynamic work environment. The New Client Investment Consultant on the Prospect Conversion Team will excel at:
