Financial Consultant, Schwab Financial Solutions Branch

Found in: Jooble US O C2 - 2 weeks ago

Lone Tree Douglas County CO, United States Charles Schwab Full time

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. 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.
 
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.
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.
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.
 
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
We place a premium on high performance, quality service and the ability to implement our strategy. Prefer a minimum of 5 years of financial experience
Able to quickly learn new technology and use a variety of data and systems
Extensive Schwab network to best address client concerns
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
 
Financial Consultants in the Financial Solutions Branch receives a total compensation package, which includes a competitive base salary and bonus.
 
Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts, Health/Dental/Vision plans
Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
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.
401(k) with company match and Employee stock purchase plan
~ Paid parental leave and family building benefits
~ Tuition reimbursement
~ Health, dental, and vision insurance

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