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Financial Solutions Expert

3 weeks ago

Phoenix, Arizona, United States Charles Schwab Full time
About Charles Schwab

At Charles 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.

Job Overview

We are seeking a highly skilled Financial Consultant to join our team at the Financial Solutions Branch. As a key member of our organization, you will be responsible for serving Mass Affluent investors, building strong relationships, and providing expert financial guidance to help clients achieve their goals.

Key Responsibilities:
  • Client Relationships
  •     Build trust with clients through active listening and tailored advice
  •     Develop and maintain strong relationships with clients to deepen engagement and loyalty
  • Financial Guidance
  •     Provide expert wealth management recommendations and advisory guidance to clients
  •     Collaborate with internal specialists to help clients fulfill their financial goals
  • Business Development
  •     Grow and retain your practice by responding to client needs and supporting asset consolidation
  •     Partner with clients to guide them through their financial journey

Requirements:

  • Active FINRA Series 7 license
  • Series 66 (63/65) license
  • Life & Health Insurance license (license(s) may be obtained under a 120 day condition of employment)

PREFERRED QUALIFICATIONS:

  • Minimum of 5 years of financial experience
  • Entrepreneurial and 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