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Active Trader, Financial Consultant

2 months ago

Austin, United States Charles Schwab Full time
Position Type: Regular Your opportunity

Our Active Trader Branch is part of the broader branch network within the Investor Services organization. We have a unique opportunity to assist clients virtually nationwide.  We cater to clients who are highly engaged in self-directing either all or a portion of their investable assets as part of their wealth management strategy.  These clients also must prefer to conduct business over the phone, as meetings are held either over the phone or through video conferencing.  Our primary responsibility is to help individuals and families with their financial needs and provide them the tools and services to accomplish these goals.  Whether it’s investing tools and services, retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help. 

To read more about our client offerings visit:  Charles Schwab - Investor Services 

The VP, Active Trader Financial Consultant will actively grow an affluent wealth management practice and work with clients to find appropriate solution strategies and services to deepen relationships. Financial Consultants will develop and execute a business plan to generate new clients. The Financial Consultants help the firm grow by consolidating additional assets and are responsible for providing investment strategies, trading tools, and planning-based wealth management. 

Primary responsibilities include:  

  • Practice a consultative, goal-based wealth management approach to best assess and find appropriate solutions to meet client’s needs.  
  • Utilize expertise and knowledge of the securities industry and markets to analyze and interpret client’s investment objectives and provide investment advice suited to meet their needs. 
  • Increase branch/brand awareness by soliciting referrals and leveraging relationships with centers of influence. 
  • Execute a consistent client relationship management process that delights clients, drives referrals, and retains clients at Schwab for life. 
  • Engage with clients to inspire a level of trust that increases retention, client promoter scores and positive feedback 
  • Use existing relationship resources (i.e. planning tools, etc.) to deepen and retain client relationships. 
  • Build relationships with key business partners and connect with others across the firm to boost results and provide the best client experience.   

Schwab Financial Consultants receive a total compensation package which includes a competitive base salary and incentive structure derived by each individual Financial Consultant’s performance and business development.  

What you have

We place a premium on high performance, quality service and the ability to execute our strategy. Essential skills include:  

  • Active and valid FINRA Series 7 required  
  • Active and valid FINRA 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 utilize 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 

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. 

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