Wealth Management Consultant, Schwab Financial Solutions Branch

2 weeks ago

Austin, Texas, United States Charles Schwab Full time
Your 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 on serving Mass Affluent investors.

This extension of the Branch Network collaborates closely with both new and existing Mass Affluent clients to enhance engagement, foster trust, and deliver investment solutions and tools tailored for contemporary markets. The Financial Solutions Branch will work in partnership with a broad spectrum of departments and partners, including local branches, to ensure that these clients maximize their relationship with Schwab.

Through a combination of personal and digital interactions, Financial Consultants in the Financial Solutions Branch are responsible for driving engagement, nurturing relationships, and securing long-term client loyalty within Schwab's mass affluent client base. Your engagement efforts will support client outreach, retention, and overall satisfaction as you position yourself as a vital resource in guiding clients toward financial success.

As a Financial Consultant in the Financial Solutions Branch, you will advocate for your clients by actively listening and uncovering what matters most to them, understanding their unique circumstances, and collaborating with a team of internal specialists to help clients achieve their financial objectives. You will confidently offer wealth management recommendations, advisory insights, and discuss timely and relevant topics to drive meaningful outcomes for your clients. Additionally, you will grow and maintain your practice by responding to client needs, supporting asset consolidation, and continuing to partner with clients as you guide them through their financial journey.

Your typical day would include:
  • Client outreach, planning, and advisory discussions.
  • Virtual client presentations and discussions on market trends.
  • Collaboration with business partners and sharing best practices within your branch.
  • 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, view situations from their perspective, and recommend suitable solutions to help them stay aligned with their financial goals.
  • Be a Trusted Advisor: Cultivate strong relationships, engage clients, and deepen trust by applying a focused communication strategy that exceeds client expectations.
  • Have a Defined Process: Exhibit your ability to utilize technology and deliver appropriate advice and solutions through a structured sales process that addresses clients' needs.
  • Use your Team and Ability to Influence: Leverage our team of Schwab specialists, Schwab advice guidelines, your market knowledge, and your ability to inspire action to assist clients in progressing toward their goals.
  • Be a Challenger: Collaborate with and educate clients. Engage them in discussions about market conditions, sound investing principles, and ideal wealth and long-term investment strategies tailored to their personal situations.

Additionally, you will have the opportunity to:
  • Thrive in a dynamic environment where you will collaborate 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 dedicated to your career growth at Schwab.
  • Demonstrate a strong passion for planning, a solid understanding of the markets, emotional intelligence, energy, and problem-solving skills while delivering exceptional value and service to our clients.
  • Provide investment education to empower clients to make informed financial decisions.

What you have:

We prioritize high performance, quality service, and the ability to execute our strategy. Essential skills include:
  • Active FINRA Series 7, Series 66 (63/65) license, and Life & Health Insurance.
  • A minimum of 5 years of financial experience is preferred.
  • An entrepreneurial and self-starter mentality.
  • Polished and persuasive interpersonal and verbal/written communication skills.
  • A capacity to quickly learn new technology and utilize various data and systems.
  • Openness to ongoing coaching and development to achieve positive client outcomes and career goals.
  • Strong time management skills and productivity; ability to balance competing priorities successfully.
  • A learning mentality to understand all the products and services at Schwab.
  • An extensive Schwab network to effectively address client concerns.

What you'll get:
  • Wealth Management University: A comprehensive onboarding and new hire program tailored for new Financial Consultants in the Financial Solutions Branch, focusing on relationship building, financial planning, digital resources, and Schwab's range of advised and lending solutions.
  • Professional Designations: Opportunity to pursue CFP (Certified Financial Planner) certification.

Compensation:

Financial Consultants in the Financial Solutions Branch receive a total compensation package that 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.

  • Wealth Management Consultant, Schwab Financial Solutions Branch

    2 weeks ago

    Austin, Texas, United States Charles Schwab Full time

    Your 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...

  • Wealth Management Consultant, Schwab Financial Solutions Branch

    2 weeks ago

    Austin, Texas, United States Charles Schwab Full time

    Your 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...

  • Investment Consultant, Schwab Financial Solutions Branch

    2 weeks ago

    Austin, Texas, United States Charles Schwab Full time

    Your 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...

  • Investment Solutions Consultant

    2 weeks ago

    Austin, Texas, United States Charles Schwab Full time

    Your 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...

  • Senior Wealth Management Consultant

    2 weeks ago

    Austin, Texas, United States Charles Schwab Full time

    Your Role As a key member of our Wealth Advisory team, the Wealth Consultant Partner plays a vital role in delivering personalized service and ongoing support tailored to the wealth management needs of ultra-high-net-worth clients. Collaborating closely with the Wealth Advisor, you will provide outstanding service, foster and enhance client relationships,...

  • Vice President of Wealth Advisory

    2 weeks ago

    Austin, Texas, United States Charles Schwab Full time

    Your 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...

  • Vice President of Wealth Advisory Services

    2 weeks ago

    Austin, Texas, United States Charles Schwab Full time

    Your 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...

  • Senior Financial Consultant

    2 weeks ago

    Austin, Texas, United States Charles Schwab Full time

    Position 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...

  • Client Relationship Wealth Consultant

    2 weeks ago

    Austin, Texas, United States Charles Schwab Full time

    Your Role As a vital member of our Wealth Advisory team, the Wealth Consultant Partner plays a crucial role in delivering personalized service and ongoing assistance for the wealth management requirements of ultra-high net worth clients. Collaborating closely with the Wealth Advisor, the Wealth Consultant Partner is responsible for providing outstanding...

  • Vice President of Financial Advisory

    2 weeks ago

    Austin, Texas, United States Charles Schwab Full time

    Position 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...

  • Wealth Management Consultant

    2 weeks ago

    Austin, Texas, United States Corebridge Financial Full time

    Wealth Management Consultant Corebridge Financial stands as a premier provider of financial advisory services aimed at empowering community members. Our mission is to assist individuals in making crucial decisions that safeguard their financial future and effectively navigate the complexities of life. Our diverse range of offerings includes life insurance,...

  • Wealth Management Consultant

    1 week ago

    Austin, Texas, United States Fidelity Investments Full time

    Financial Advisor at Fidelity InvestmentsIf you are dedicated to enhancing clients' financial well-being, this position is ideal for you. Join a team at Fidelity Investments, a distinguished leader in the financial services sector, where the emphasis is on cultivating significant relationships with clients rather than mere transactions. As a Financial...

  • Financial Wealth Consultant

    2 weeks ago

    Austin, Texas, United States augmentjobs Full time

    Job DescriptionPosition Title: Wealth Management AdvisorPosition Overview:Provide expert guidance to affluent clients in the management and enhancement of their financial assets. Formulate detailed financial strategies, suggest investment options, and deliver continuous support to assist clients in reaching their financial aspirations. Remain knowledgeable...

  • Wealth Management Consultant

    2 weeks ago

    Austin, Texas, United States BOK Financial Full time

    Position Overview:The Private Wealth Advisor plays a pivotal role in cultivating, nurturing, and enhancing relationships with affluent individuals, families, trusts, and similar entities associated with BOK Financial Wealth, Inc. (BOKF). This role involves guiding clients in identifying suitable investment strategies and portfolio allocations tailored to...

  • Wealth Management Consultant

    1 week ago

    Austin, Texas, United States BOK Financial Full time

    Position Overview:The Private Wealth Advisor plays a crucial role in cultivating, sustaining, and enhancing relationships with affluent individuals, families, trusts, and similar entities within BOK Financial Wealth, Inc. (BOKF). This position involves assisting clients in identifying suitable investment strategies and optimizing their portfolio...

  • Wealth Management Consultant

    2 weeks ago

    Austin, Texas, United States augmentjobs Full time

    Position OverviewJob Title: Wealth Management ConsultantPosition SummaryAs a Wealth Management Consultant, you will offer expert financial advice and investment strategies to clients, assisting them in reaching their financial aspirations. Your role will involve evaluating market dynamics, formulating tailored investment plans, and fostering robust client...

  • Financial Services Representative

    7 days ago

    Austin, Texas, United States Charles Schwab Full time

    Financial 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...

  • Wealth Management Consultant

    1 week ago

    Austin, Texas, United States BOK Financial Full time

    Position Overview:The Private Wealth Advisor plays a crucial role in cultivating, sustaining, and enhancing connections with affluent individuals, families, trusts, and similar entities associated with BOK Financial Wealth, Inc. (BOKF). This position involves advising clients on suitable investment strategies and portfolio allocations, ensuring alignment...

  • Financial Wealth Consultant

    2 weeks ago

    Austin, Texas, United States augmentjobs Full time

    Job DescriptionPosition Title: Wealth Management AdvisorOverview:As a Wealth Management Advisor, you will play a crucial role in assisting affluent clients with the management and enhancement of their financial assets. Your expertise will be instrumental in crafting tailored financial strategies, suggesting investment avenues, and providing continuous...

  • Mainframe Developer Specialist

    1 week ago

    Austin, Texas, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled Mainframe Developer Specialist to join our team at Charles Schwab. As a Stock Plan Services Financial Services Professional, you will play a critical role in providing exceptional service to our clients and helping them achieve their financial goals.Key ResponsibilitiesProvide personalized service experiences to...