VP, Active Trader Financial Consultant

3 days ago


Phoenix, Arizona, United States Charles Schwab Full time
Job Title: VP, Active Trader Financial Consultant

At Charles Schwab, we're seeking a highly skilled and experienced VP, Active Trader Financial Consultant to join our team. As a key member of our Investor Services organization, you will play a critical role in helping individuals and families achieve their financial goals.

The ideal candidate will have a strong background in financial services, with a proven track record of success in wealth management and client relationship building. You will be responsible for developing and executing a business plan to generate new clients, consolidating additional assets, and providing investment strategies, trading tools, and planning-based wealth management services.

Key responsibilities will include:

  • Providing consultative, goal-based wealth management services to clients
  • Utilizing expertise and knowledge of the securities industry and markets to analyze and interpret client investment objectives and provide tailored investment advice
  • Increasing branch/brand awareness through referrals and leveraging relationships with centers of influence
  • Executing a consistent client relationship management process that delights clients, drives referrals, and retains clients at Schwab for life
  • Engaging with clients to inspire trust and increase retention, client promoter scores, and positive feedback
  • Building relationships with key business partners and connecting with others across the firm to boost results and provide the best client experience

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

By joining our team, you'll have the opportunity to work with a talented group of professionals who are passionate about empowering our clients' financial success. If you're a motivated and results-driven individual with a passion for wealth management, we encourage you to apply for this exciting opportunity.



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