Job Opportunity as of April 4, 2013:

Position: Senior Team Manager, Schwab Private Client

Location: Indianapolis, IN

Interested candidates should apply online at:
http://jobsearch.schwab.com/viewjob.html?erjob=230649&eresc=FPAIndianapolis

Job Description:

About Schwab:
Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.
Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.

Schwab Private Client is a premier, fee based and non discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing.  The Sr. Team Manager and the Portfolio Consultants he or she manages, work for Schwab Private Client Investment Advisory, Inc. ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.

As a Sr. Team Manager of SPCIA, you will coach and counsel a team of Portfolio Consultants as you work together to both grow and service the client base you support. You will establish strategies and plans designed to insure that asset, revenue and service targets are met.  Your general management and leadership skills will be vital in providing direction and delivering results.

Brief Description of Role:
Typical daily activities include, but are not limited to: staying abreast of current industry news, events and market research; Connecting with clients and internal partners including Branch Managers and Regional Branch Executives; Monitoring of client interactions and coaching to improve service and advice quality; Daily planning and execution on providing superior client service and advice to clients; and performing the compliance and administrative tasks inherent in our industry.
 
We believe that our values have helped us to build Schwab Private Client into both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career with SPCIA.

Technical/Functional Qualifications:
We place a premium on high performance, quality service and the ability to execute the Schwab strategy.

Essential skills include:
Undergraduate Degree required
Series 7, 66, and 9/10 required (may consider Condition of Employment for Series 66)
Five plus years experience in the financial services industry, including a minimum of 2 years supervisory experience
Desire to lead and coach investment professionals; while possessing strong mentoring and employee development skills
Strong leadership, partnership and collaboration skills
Excellent communication skills
CFP and/or CFA highly preferred
 
This is a summary only and duties and responsibilities may be changed from time to time, or over time.

Again, interested candidates should apply online at:
http://jobsearch.schwab.com/viewjob.html?erjob=230649&eresc=FPAIndianapolis

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Job Opportunity as of February 6, 2013:

Position: Financial Planner

Location: Indianapolis, IN

Salary: $27,566/min - $34,458/mid

Interested candidates should apply online at:
https://performancemanager4.successfactors.com/sfcareer/jobreqcareer?jobId=5141&company=teacherscu&username=

Essential Function

Assists members in determining their financial goals and objectives, developing a financial plan and implementing the plan by selling appropriate financial products.

Responsibilities & Duties
1.    Meets with members to discuss their financial situation, completes a financial analysis and makes recommendations of financial products to help members to attain their goals.
2.    Assists members in choosing appropriate amounts and types of life, disability, health insurance and investments.
3.    Participates in marketing activities to increase awareness of TCU Investment Services including seminars, lobby days, business development, member referrals and telemarketing.
4.    Completes production and traffic reports accurately and on a timely basis.
5.    Assumes additional duties and responsibilities necessary for the growth and smooth operation of TCU Investment Services.
6.    Limited travel and some evening hours are required.

Specific Skills
•    Outstanding sales skills
•    Clear written and verbal communication skills
•    Computer literacy in a Microsoft Windows environment
•    Effective human relations skills and the ability to communicate financial information to people with varying experience
 
Minimum Requirements
•    Bachelor degree in Financial Planning, Finance or Economics or equivalent work experience.
•    Life and Health Insurance licensing
•    Series 6 & 63 Securities licensing in Indiana
•    CFP and Series 7 preferred (Series 7 must be acquired within first three months of hire)
•    1 year working experience in financial services

Accountability
•    Accountable to make solid financial recommendations to members, provide quality member service, present a professional image and meet productivity requirements to ensure growth and profitability of TCU Investment Services.
•    Meet sales goals set annually.

Again, interested candidates should apply online at:
https://performancemanager4.successfactors.com/sfcareer/jobreqcareer?jobId=5141&company=teacherscu&username=