Financial Consultant, Schwab Financial Solutions Branch CO
Company: Charles Schwab
Location: Evergreen
Posted on: April 24, 2024
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Job Description:
Position Type: RegularYour 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.
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
expectations.
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' needs.
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
career aspirations.
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
clients.
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 & Health
Insurance
Prefer a minimum of 5 years of financial experience
Entrepreneurial and a self-starter mentality
Polished and persuasive interpersonal and verbal/ written
communication skills
Able to quickly learn new technology and use a variety of data and
systems
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 Planner)
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.
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,
Strategic partnerships
Not just a job, but a career, with an opportunity to do the best
work of your life
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.
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 Consultant, Schwab Financial Solutions Branch CO, Accounting, Auditing , Evergreen, Colorado
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