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Wealth Management Consultant, Schwab Financial Solutions Branch

2 months 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 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 tailored for contemporary markets. The Financial Solutions Branch partners with various departments and associates to ensure clients maximize their relationship with Schwab.

Financial Consultants in the Financial Solutions Branch utilize a combination of personal and digital interactions to drive engagement, nurture relationships, and secure long-term client loyalty within Schwab's mass affluent clientele. Your role will involve supporting client outreach, enhancing client retention, and improving overall satisfaction as you become a vital resource in guiding clients toward financial success.

As a Financial Consultant, you will advocate for your clients by actively listening to their needs, understanding their priorities, and collaborating with a team of internal specialists to help them achieve their financial objectives. You will confidently provide wealth management recommendations, advisory insights, and discuss relevant topics to facilitate meaningful outcomes for your clients. Furthermore, you will grow and maintain your practice by addressing client needs, supporting asset consolidation, and partnering with clients throughout their financial journey.

Your Typical Day Will Include:
  • Client Engagement: Conduct outreach, planning discussions, and virtual presentations.
  • Market Analysis: Discuss current market trends and collaborate with business partners.
  • Knowledge Sharing: Exchange best practices within your branch and engage clients through digital enhancements to the Schwab platform.

When Meeting with Clients, You Will:
  • Be Inquisitive and Consultative: Discover your clients' needs and recommend suitable solutions to help them stay aligned with their financial goals.
  • Establish Trust: Build strong relationships and deepen client connections through effective communication strategies.
  • Follow a Structured Process: Utilize technology to deliver appropriate advice through a repeatable sales process focused on client needs.
  • Leverage Team Expertise: Collaborate with Schwab specialists and utilize market knowledge to inspire client action.
  • Educate Clients: Engage clients in discussions about market conditions and sound investment principles tailored to their personal situations.

Additionally, You Will Have the Opportunity to:
  • Thrive in a dynamic environment with a collaborative team and a supportive manager dedicated to your professional growth.
  • Learn from a diverse array of mentors and leaders focused on your career development at Schwab.
  • Exhibit a strong passion for financial planning, market understanding, emotional intelligence, and problem-solving while delivering exceptional service to clients.
  • Provide investment education to empower clients in making informed financial decisions.

What You Have:

We prioritize high performance, quality service, and effective strategy implementation. 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.
  • Entrepreneurial mindset and self-starter attitude.
  • Strong interpersonal and communication skills, both verbal and written.
  • Aptitude for quickly learning new technologies and utilizing various data systems.
  • Openness to ongoing coaching and development for positive client outcomes and career growth.
  • Excellent time management skills and the ability to balance competing priorities.
  • A learning mentality to understand all products and services offered at Schwab.
  • A robust Schwab network to effectively address client concerns.

What You'll Get:
  • Wealth Management University: A comprehensive onboarding program tailored for new Financial Consultants, focusing on relationship building, financial planning, and Schwab's advised solutions.
  • Professional Designations: Opportunities to pursue certifications such as CFP (Certified Financial Planner).

Compensation:

Financial Consultants in the Financial Solutions Branch receive a competitive total compensation package, including base salary and bonuses.
  • Everyday Wellness: Healthy rewards, fitness classes, and wellness initiatives.
  • Financial Fitness: 401k matching, employee discounts, and comprehensive health plans.
  • Work/Life Balance: Programs for sabbaticals, tuition reimbursement, and volunteer time off.
  • Inclusion: Commitment to diversity and employee resource groups.
  • Career Development: Opportunities to excel and achieve the best work of your life.