VP, Financial Consultant
4 days ago
We are seeking a skilled Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for advocating on behalf of our clients by listening and discovering what is most important to them.
You will work closely with a team of internal specialists to help clients fulfill their goals and dreams. Financial Consultants are empowered to choose their most productive working environment, which includes space to work within the branch, remote flexibility, and the potential for flexible work schedules.
Managing wealth on behalf of our clients includes:
- Retirement Planning
- Investment Management
- Banking and Lending Management
- Insurance and Risk Management
As a Financial Consultant, you will be a results-oriented, highly motivated self-starter with a strong work ethic. You will be an ambassador in helping clients plan for their future, driving referrals, and retaining clients at Schwab for a lifetime.
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 clients 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.
Proactivity and resourcefulness with the ability to balance service, risk/compliance policies, and sales goals are essential for this role.
We offer a comprehensive onboarding and new hire program, Wealth Management University, which helps Financial Consultants understand Schwab's overarching approach to our clients.
Professional Designations - CWS (Cannon Wealth Strategist), CFP (Certified Financial Planner) are also available to our Financial Consultants.
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.
We offer a range of benefits, including remote working flexibility, paid vacation time, sabbatical, paid parental leave, new mothers returning to work program, tuition reimbursement programs, time off to volunteer, employee matching gifts program, financial health benefits, and inclusion initiatives.
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