Associate Alternatives Investment Consultant

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.

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 an Associate Alternative you will play a critical role helping our ultra-high-net-worth (UHNW) clients incorporate alternative investments into their overall wealth management experience. In this role, you will support both clients and the Senior Alternative Investment Consultants (AICs) by delivering a white-glove experience to eligible clients interested in investing in alternative investments, including private equity, private credit, hedge funds, and private real estate. If you have a passion for serving clients, understanding capital markets and building portfolios, and working cross-functionally within a dynamic and highly impactful team, this may be the role for you.

What you have

Required Qualifications:

• Minimum of 3 years of experience in financial services or client service role
• Bachelor’s Degree
• Series 7 required
• Series 66 required (may be obtained with a 180-day COE)
• Excellent written and verbal communication, presentation, and facilitation skills
• Well-organized and disciplined with high attention to detail
• Self-starter: takes initiative and can work independently
• Inquisitive, analytical, and strategic thinker
• A client service-oriented mindset
• High-energy, positive, entrepreneurial in spirit while being goal-oriented and results-driven
• Flexible and adaptable in working with various business domains
• Excellent technology skills with an ability to quickly learn new software applications

Preferred Qualifications:

• Experience serving high net worth clientele and resolving escalations
• Understanding of public and private investment life cycle, risk, and portfolio modeling
• Familiarity with tax issues and liquidity management