Financial Consultant, Schwab Financial Solutions Branch - Lone Tree, CO
Company: Charles Schwab
Posted on: January 26, 2023
Position Type: Regular
The Specialized Relationships Group (SRG) is part of the Investor
Services Branch Network organization and is primarily responsible
for serving clients across various client segments and through both
dedicated and team-based relationship models. The Schwab Financial
Solutions Branch, within SRG, is a high-scale relationship model
responsible for serving Mass Affluent investors.
This extension of the Branch Network will work closely with our new
and existing Mass Affluent clients to deepen engagement, build
trust and provide investment solutions and tools for today's
markets. The Financial Solutions Branch will partner closely with a
wide range of departments and partners, including the local
branches, to ensure these clients get the most out of their
relationship with Schwab.
Through a blend of human and digital touchpoints, Financial
Consultants in the Financial Solutions Branch are tasked with
driving engagement, cultivating relationships, and gaining long
term client loyalty in working with Schwab's mass affluent client
base. Through engagement, you will support client outreach, client
retention, and improve overall client satisfaction as you position
yourself to be a key resource in helping clients in finding
What you are good at
As a Financial Consultant in the Financial Solutions Branch, you
will advocate on behalf of your clients by listening and
discovering what is most important to them, understanding who they
are, and then collaborating with a team of internal specialists to
help clients fulfill their financial goals. You will confidently
provide wealth management recommendations, advisory guidance, and
will discuss timely and relevant topics to drive meaningful
outcomes for your clients. Finally, you will grow and retain your
practice by responding to your client's needs, supporting asset
consolidation, and continue to partner alongside your clients as
you help guide them through their financial journey.
Your typical day would include client outreach, planning and advice
discussions, virtual client presentations, discussions of market
trends, collaborating with business partners, sharing of best
practices within your branch, and additional client engagement
driven by digital enhancements to the Schwab platform.
When meeting with clients you will:
- Be Curious and Consultative: Discover all you can about your
clients, see things through their eyes, and then review and
recommend appropriate solutions to help them stay on track with
their financial goals.
- Be a Trusted Advisor: Build strong relationships, engage and
encourage trust, and deepen the client relationship by applying a
focused client communication strategy, and exceeding client
- Have a Defined Process: Demonstrate your ability to use
technology and deliver appropriate advice and solutions through a
repeatable sales process that focuses on addressing clients'
- Use your Team and Ability to Influence: Leverage our team of
Schwab specialists, Schwab advice guidelines, your knowledge of the
markets, and your ability to inspire action to help your client's
progress toward achieving their goals.
- Be a Challenger: Partner with and Educate Clients. Share and
engage clients in discussion about market conditions, sound
investing principles, and the ideal wealth and long-term investment
strategies for their personal situation.
Additionally, you will have the opportunity to:
- Be in a fast-paced environment where you will work on a
collaborative team with a supportive manager focused on your
professional development and coaching to achieve your long-term
- Learn from a variety of mentors, coaches and leaders that are
focused on you and your career at Schwab
- Demonstrate a strong passion for planning, understanding of the
markets, emotional intelligence, energy, and problem solving while
delivering unparalleled value and outstanding service to our
- Provide investment education to our clients to empower them to
make well-informed financial decisions What you have
We place a premium on high performance, quality service and the
ability to implement our strategy. Crucial skills include:
- Active FINRA Series 7, Series 66 (63/65) license and Life &
- Prefer a minimum of 5 years of financial experience
- Entrepreneurial and a self-starter mentality
- Polished and persuasive interpersonal and verbal/ written
- Able to quickly learn new technology and use a variety of data
- Open to ongoing coaching and development to achieve positive
client outcomes and career aspirations
- Strong time management skills and productivity; ability to
successfully balance competing priorities
- Learning mentality, as you gain an understanding of all the
products and services at Schwab
- Extensive Schwab network to best address client concerns
What you'll get:
- Wealth Management University - We will provide a comprehensive
onboarding and new hire program designed for new Financial
Consultants specifically tailored for the Financial Solutions
Branch. This program will help FCs understand Schwab's overarching
approach to our clients and feature content on relationship
building, financial planning, digital resources, and Schwab's
spectrum of advised and lending solutions.
- Professional Designations -CFP (Certified Financial
Pursuant to SAFE Act requirements, all employees engaged in
residential loan mortgage originations must register with the NMLS
registry system and remain in good standing. You will be required
to register and to submit to the required SAFE Act background check
and registration process
Financial Consultants in the Financial Solutions Branch receives a
total compensation package, which includes a competitive base
salary and bonus.
- Everyday Wellness: Healthy Rewards, Onsite Fitness Classes,
Healthy Choices, Wellness Champions
- Financial Fitness: 401k Match, Employee Discounts, Personalized
advice, Brokerage discounts, Health/Dental/Vision plans
- Work/Life Balance: Sabbatical, New Mothers returning to work
Program, Tuition Reimbursement Programs, Time off to volunteer
- Inclusion: Employee Resource Groups, Commitment to diversity,
- Not just a job, but a career, with an opportunity to do the
best work of your life
Learn more about .
In addition to the salary range, this role is also eligible for
bonus or incentive opportunities.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to
helping our employees ignite their potential and achieve their
dreams. Our employees get to play a central role in reinventing a
multi-trillion-dollar industry, creating a better, more modern way
to build and manage wealth.
Benefits: A competitive and flexible package designed to empower
you for today and tomorrow. We offer a competitive and flexible
package designed to help you make the most of your life at work and
at home-today and in the future. Explore further .
Schwab is committed to building a diverse and inclusive workplace
where everyone feels valued. As an Equal Opportunity Employer, our
policy is to provide equal employment opportunities to all
employees and applicants without regard to any status that is
protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing
women, racial and ethnic minorities, veterans, and individuals with
disabilities in the workplace. If you have a disability and require
reasonable accommodations in the application process, contact Human
Resources at or call .
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal
Opportunity Employer. At TD Ameritrade we believe People Matter. We
value diversity and believe that it goes beyond all protected
classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Arvada , Financial Consultant, Schwab Financial Solutions Branch - Lone Tree, CO, Accounting, Auditing , Arvada, Colorado
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