Financial Consultant, Schwab Financial Solutions Branch
3 weeks ago
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.
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
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
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
-
Austin, Texas, United States Charles Schwab Full timeYour Opportunity The Specialized Relationships Group (SRG) is an integral part of the Investor Services Branch Network, dedicated to serving clients across diverse segments through both dedicated and collaborative relationship models. The Schwab Financial Solutions Branch operates within SRG, focusing on a high-scale relationship model aimed at assisting...
-
Austin, United States Charles Schwab Full timePosition Type: RegularYour opportunityThe 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...
-
Austin, Texas, United States Charles Schwab Full timeYour OpportunityThe Specialized Relationships Group (SRG) operates within the Investor Services Branch Network and is dedicated to catering to clients across diverse segments through both individualized and collaborative relationship frameworks. The Schwab Financial Solutions Branch, a component of SRG, focuses on serving Mass Affluent investors.This...
-
Austin, Texas, United States Charles Schwab Full timeYour Opportunity The Specialized Relationships Group (SRG) is an integral part of the Investor Services Branch Network organization, dedicated to catering to clients across diverse segments through both dedicated and collaborative relationship models. The Schwab Financial Solutions Branch, operating within SRG, employs a high-scale relationship model focused...
-
Austin, Texas, United States Charles Schwab Full timeYour Opportunity The Specialized Relationships Group (SRG) operates within the Investor Services Branch Network and is dedicated to serving clients across diverse segments through both dedicated and collaborative relationship frameworks. The Schwab Financial Solutions Branch, a segment of SRG, focuses on high-scale relationship management for Mass Affluent...
-
VP, Financial Consultant
3 weeks ago
Austin, United States Charles Schwab Full timeYour Opportunity Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing, their practices,...
-
Investment Solutions Consultant
2 weeks ago
Austin, Texas, United States Charles Schwab Full timeYour OpportunityThe Specialized Relationships Group (SRG) operates within the Investor Services Branch Network and is dedicated to catering to clients across diverse segments through both dedicated and collaborative relationship frameworks. The Schwab Financial Solutions Branch, part of SRG, employs a high-scale relationship model focused on serving Mass...
-
Active Trader, Financial Consultant
3 weeks ago
Austin, United States Charles Schwab Full timePosition 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...
-
Active Trader, Financial Consultant
3 weeks ago
Austin, United States Charles Schwab Full timePosition 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...
-
Senior Financial Consultant
2 weeks ago
Austin, Texas, United States Charles Schwab Full timePosition Type: RegularYour OpportunityAt Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to challenge the status quo and transform the finance industry collaboratively.Role OverviewSchwab's branch team is central to our firm's commitment to assisting clients...
-
Vice President of Financial Advisory
2 weeks ago
Austin, Texas, United States Charles Schwab Full timePosition Type: RegularYour OpportunityAt Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to challenge conventional norms and transform the finance industry collaboratively.---As a pivotal member of Schwab's branch team, you will play a crucial role in our...
-
Financial Services Representative
7 days ago
Austin, Texas, United States Charles Schwab Full timeFinancial Services Career OpportunityAt Charles Schwab, we are seeking a skilled professional to join our team as a Financial Services Representative. As a key member of our organization, you will play a vital role in helping clients achieve their financial goals.About the RoleProvide exceptional client service and support through proactive communication and...
-
Financial Services Representative
3 days ago
Austin, Texas, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our Schwab Service Team as a Financial Services Representative. In this exciting role, you will have the opportunity to educate clients about investment strategies, trading tools, and market mechanics, while also engaging with clients and advocating for their needs.As a...
-
Vice President of Wealth Advisory Services
2 weeks ago
Austin, Texas, United States Charles Schwab Full timeYour Role Are you prepared for a career that empowers you? One that challenges conventional thinking? We invite you to bring your enthusiasm, inquisitiveness, determination, and commitment to enhancing client experiences to the Charles Schwab Financial Consultant role. You will be part of a diverse national network of adept Financial Consultants, who are...
-
Vice President of Wealth Advisory
2 weeks ago
Austin, Texas, United States Charles Schwab Full timeYour Opportunity Are you prepared for a career that empowers you? One that challenges conventional thinking? We invite you to leverage your enthusiasm, inquisitiveness, determination, and commitment to client satisfaction in the role of Financial Consultant at Charles Schwab. You will be integrated into a diverse national network of adept Financial...
-
Financial Market Specialist, Trader
5 days ago
Austin, Texas, United States The Charles Schwab Corporation Full timeAbout the RoleWe are seeking a skilled Financial Market Specialist, Trader to join our team at The Charles Schwab Corporation. As a key member of our Active Trader Branch, you will play a critical role in assisting clients nationwide with their investment needs.Key ResponsibilitiesProvide exceptional client service and support to clients with their...
-
Financial Services Representative
1 day ago
Austin, Texas, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Charles Schwab. As a Financial Services Representative, you will be responsible for providing exceptional service to our clients, answering their financial questions, and helping them achieve their financial goals.Key...
-
Financial Representative
1 week ago
Austin, Texas, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Representative. In this role, you will be responsible for providing exceptional service to our clients, helping them achieve their financial goals, and navigating the complexities of the financial industry.Key ResponsibilitiesProvide personalized...
-
austin, United States Charles Schwab Full timePosition Type: RegularYour opportunity Our branch network is part of the broader Investor Services organization within our active trader team. Primarily responsible are but not limited to: helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking...
-
Financial Representative
3 days ago
Austin, Texas, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Representative to join our team at Charles Schwab. As a Financial Representative, you will play a critical role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized service to clients,...
