Schwab Financial Consultant
Charles Schwab’s purpose is to help everyone become financially fit. Through advocacy and innovation, Schwab has worked to make investing more affordable, more accessible and more understandable for all. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them.
At Schwab, we respect the unique differences of our employees, our clients and the communities we serve – striving to create a consistent and rewarding employee experience. If you share our enthusiasm for helping others, building trusted relationships, possess high ethical standards, and have a desire to learn and grow, there’s a place for you at Schwab!
As a Financial Consultant at Charles Schwab, you will work with existing clients to deepen relationships. Additionally, you will be responsible for business development through client referrals, marketing events and proactive calls to prospects. At Schwab, you will have the tools, resources and support to succeed in a sales environment. Specifically:
- Systems and tracking to maximize client retention
- Sales support and marketing
- Software designed for customized client focused solutions
We are looking for people with a passion for helping clients….
You will provide on-going advice to Practice clients, this advice will be delivered primarily during face to face meetings. You will work across a wide spectrum of investments as you help clients manage larger and more complex portfolios. This unique and rewarding opportunity will provide both you and your clients the ability to not only share the common desire to build portfolios, but long-term relationships.
Charles Schwab offers progressive benefits as well as a competitive compensation program which reflects our deeply held belief that the client relationship cannot be compromised by commission payments that may incent product sales.
We value integrity, open communication, perseverance and relentless service to our clients. If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as a Financial Consultant at Charles Schwab.
Qualifications:
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
- Undergraduate degree or higher
- Active FINRA Series 7 and 63 required (66 Preferred)
- Fluent in English, Mandarin, Cantonese required
- Fluent in Japanese a plus
- Three or more years of successful proactive sales experience encompassing client solutions in the financial services industry
- Savvy industry knowledge/Comprehensive client solution experience
- Superior relationship and client retention experience and success
- Polished interpersonal and communication skills
This is a summary only and duties and responsibilities may be changed from time to time, or over time.
