Financial Planner- Schwab Wealth Advisory CO
Company: Charles Schwab
Location: Wheat Ridge
Posted on: April 26, 2024
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Job Description:
Position Type: RegularYour opportunity
This Financial Planner position is a specialist supporting broader
Investor Services organization and is primarily responsible for
helping individuals and families with their financial needs.
Whether it's retirement planning, charitable giving, estate
planning, active investing or managing banking and lending needs,
Investor Services can help.
The Financial Planner works with Schwab Wealth Advisory Investment
Advisors to provide comprehensive financial planning services for
clients and prospects seeking advice on how to reach multiple
goals. The financial plan includes a customized analysis to address
client or prospective client goals, such as: retirement, college,
risk management, asset allocation, and estate planning needs. After
setting realistic expectations with the client or prospect, the
Schwab Financial Planner prepares and presents a financial plan
which will identify a client's current situation, opportunities and
gaps, and advise on specific steps to meet financial goals.
Providing exceptional on-going client support by handling
day-to-day service requests via phone and email
Assisting clients in navigating and understanding Schwab's website,
proprietary investing tools, portfolio performance data and
third-party research
Scheduling clients with their dedicated Portfolio Consultant for
ongoing consultation regarding risk tolerance, asset allocation,
advice strategy and how these factors impact the portfolio and
investing goals
Collaborating to achieve efficient and effective practice
management within a team-based environment
The Financial Planner is responsible for strengthening the
relationship between Schwab and clients who have the need for
advice on complex financial situations. The financial planning
process includes cultivating referral relationships with internal
partners, supporting client relationships based on the needs of
clients and partners, and working directly with clients to assess
and advise on complex financial planning topics. Candidates should
have a strong background in client and practice management,
presentation and communication skills, and expertise in the area of
financial planning.
Responsibilities include; working with assigned internal Schwab
departments (primarily the Branch and Schwab Wealth Advisory
Investment Advisors) to cultivate a referral relationship.Interact
directly with clients in delivering detailed and customized
financial plans. Participate in ongoing personal development and
training to continually grow as a professional and advisor.
Participate in joint sales calls regarding Schwab's financial
planning capabilities.
What you have
CFP - designation required
Active and valid FINRA Series 7 license required (may be obtained
within the first 120 days condition of employment)
Active and valid FINRA Series 63/65 or 66 license required (may be
obtained with 120 days condition of employment)
Minimum 3+ years' experience with creating and presenting
complex/comprehensive financial plans
In-depth knowledge and demonstrated sales skills to close and sell
financial planning services
Proven ability to manage multiple tasks and financial plans to
ensure that an accurate final plan is delivered to each
client/prospect in a timely manner.
Extensive knowledge and mastery of moving clients through complete
and complex financial planning cycle
Ability to work effectively with internal and external partners to
address clients/prospects financial needs and goals.
Excellent communication skills and ability to effectively
communicate complex topics to clients.
Strong client services skills and ability to anticipate and resolve
problems on own initiative.
In addition to the salary range, this role is also eligible for
bonus or incentive opportunities.
What's in it for you
At Schwab, we're committed to empowering our employees' personal
and professional success. Our purpose-driven, supportive culture,
and focus on your development means you'll get the tools you need
to make a positive difference in the finance industry. 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
Keywords: Charles Schwab, Arvada , Financial Planner- Schwab Wealth Advisory CO, Accounting, Auditing , Wheat Ridge, Colorado
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