Financial Consultant – Financial Solutions Branch
| Company | Charles Schwab |
|---|---|
| Location | Phoenix, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
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)
Responsibilities
- Drive engagement, cultivate relationships, and gain long term client loyalty with Schwab’s mass affluent client base
- Support client outreach, client retention, and improve overall client satisfaction
- Advocate on behalf of clients by listening and discovering what is most important to them
- Collaborate with a team of internal specialists to help clients fulfill their financial goals
- Provide wealth management recommendations and advisory guidance
- Discuss timely and relevant topics to drive meaningful outcomes for clients
- Grow and retain practice by responding to client needs and supporting asset consolidation
- Engage in client outreach, planning and advice discussions, virtual client presentations, and discussions of market trends
Preferred Qualifications
- Minimum of 5 years of financial experience
- Entrepreneurial and a 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