Alternative Investment Advice Consultant at The Charles Schwab Corporation
Rolling Meadows, IL 60008
About the Job
Your OpportunityAt 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 Wealth and Advice Solutions (WAS) organization is building and delivering an industry-leading wealth management experience
WAS’ vision and mission is to make wealth management more accessible, delivering for clients today while innovating for tomorrow
This position works within Schwab Wealth Advisory Inc
(SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co
Inc. As a Senior Manager, Alternative Investment Consultant (AIC), you play a critical role in meeting a growing need to help our ultra-high-net-worth (UHNW) Retail clients navigate the private alternative investment landscape and thoughtfully incorporate this asset class into their overall wealth management experience
In this role, you will deliver a white-glove alternative investment experience to these UHNW clients who have sophisticated wealth management needs and are interested in investing in various alternative investments, including private equity, private credit, hedge funds, private real estate, and the like
If you have a passion for advising and educating clients, guiding them to meet their goals, as well as working cross-functionally within a dynamic, highly impactful team, this may be the role for you.What you haveRequired Qualifications:Minimum of 7 years of a client facing position within Financial ServicesBachelor’s Degree required Series 7 required (maybe obtained with a 90-day COE)Series 66 required (maybe obtained with a 180-day COE)Preferred Qualifications: Advice experience in Alternative Investments strongly preferred Understanding of investment life cycle, risk, and portfolio modelingFamiliarity with tax issues and liquidity managementAdvanced education or professional designations preferredCAIA or CFA, or progress towards, highly desirableFamiliarity with industry databases/tools Excellent written communication, presentation, and facilitation skillsInquisitive, analytical, a strategic thinker, proactive and solutions orientedHigh-energy, positive, entrepreneurial in spirit while being goal-oriented and results-drivenSelf-starter: takes initiative and can work independentlyWell-organized and disciplined with high attention to detailFlexible and adaptable in working with various business domainsJob SummaryRequisition ID: 2024-101889Posted Date: 1 week ago(10/14/2024 5:34 PM)Category: Sales & Relationship ManagementSalary Range: USD $140000.00 - $195200.00 / YearApplication deadline: 10/30/2024Position Type: Full time
Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.Schwab’s Wealth and Advice Solutions (WAS) organization is building and delivering an industry-leading wealth management experience
WAS’ vision and mission is to make wealth management more accessible, delivering for clients today while innovating for tomorrow
This position works within Schwab Wealth Advisory Inc
(SWAI), a registered investment advisor and an affiliate of Charles Schwab & Co
Inc. As a Senior Manager, Alternative Investment Consultant (AIC), you play a critical role in meeting a growing need to help our ultra-high-net-worth (UHNW) Retail clients navigate the private alternative investment landscape and thoughtfully incorporate this asset class into their overall wealth management experience
In this role, you will deliver a white-glove alternative investment experience to these UHNW clients who have sophisticated wealth management needs and are interested in investing in various alternative investments, including private equity, private credit, hedge funds, private real estate, and the like
If you have a passion for advising and educating clients, guiding them to meet their goals, as well as working cross-functionally within a dynamic, highly impactful team, this may be the role for you.What you haveRequired Qualifications:Minimum of 7 years of a client facing position within Financial ServicesBachelor’s Degree required Series 7 required (maybe obtained with a 90-day COE)Series 66 required (maybe obtained with a 180-day COE)Preferred Qualifications: Advice experience in Alternative Investments strongly preferred Understanding of investment life cycle, risk, and portfolio modelingFamiliarity with tax issues and liquidity managementAdvanced education or professional designations preferredCAIA or CFA, or progress towards, highly desirableFamiliarity with industry databases/tools Excellent written communication, presentation, and facilitation skillsInquisitive, analytical, a strategic thinker, proactive and solutions orientedHigh-energy, positive, entrepreneurial in spirit while being goal-oriented and results-drivenSelf-starter: takes initiative and can work independentlyWell-organized and disciplined with high attention to detailFlexible and adaptable in working with various business domainsJob SummaryRequisition ID: 2024-101889Posted Date: 1 week ago(10/14/2024 5:34 PM)Category: Sales & Relationship ManagementSalary Range: USD $140000.00 - $195200.00 / YearApplication deadline: 10/30/2024Position Type: Full time
