Financial Consultant, Schwab Financial Solutions Branch - Lone Tree, CO
Company: Charles Schwab
Location: Arvada
Posted on: January 26, 2023
|
|
Job Description:
Position Type: Regular
Your Opportunity
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
financial success.
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:
Additionally, you will have the opportunity to:
We place a premium on high performance, quality service and the
ability to implement our strategy. Crucial skills include:
What you'll get:
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
Compensation
Financial Consultants in the Financial Solutions Branch receives a
total compensation package, which includes a competitive base
salary and bonus.
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
Click
here to apply!
|