onsolidation, networking, and earning client referrals. Financial Consultants are empowered to choose their most productive working environment (within corporate guidelines). This includes space to work within the branch, remote flexibility and the potential for flexible work schedules to accommodate work/life balance needs. Managing wealth on behalf of our clients includes:
If you want to positively impact the financial security of clients, provide an outstanding investor experience, use the power of partnerships and the extensive resources available at Schwab, all while continuing to further your own professional development in Wealth Management, please consider this opportunity.
You are a results-oriented, highly motivated self-starter with a strong work ethic that will be an ambassador in helping clients plan for their future, driving referrals and retaining clients at Schwab for a lifetime. Our goal is that through providing outstanding advice and consultation, you are able to earn the trust and dedication of our clients.
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 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.
Desire to work in a collaborative, team-based environment
Robust consulting, influencing and client engagement skills
Proactivity and resourcefulness with the ability to balance service, risk/compliance policies and sales goals
Ability to establish trust and rapport with a positive demeanor, and active listening
An ownership mentality with desire for continual professional development
Ability to adapt and implement change as the market and business conditions evolve
Willingness to engage within the community
Coach-ability; receive and implement feedback
Aspirations for more than baseline expectations.
A valid and active FINRA Series 7 license required
Interest in acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
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
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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:
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