Job Description

Your Opportunity

Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing, their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborating with a team of internal specialists to help clients fulfill those goals and dreams.

Financial Consultants are procured with a practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, they grow their practice holistically through client asset consolidation, networking, and earning client referrals. Financial Consultants are empowered to choose their most productive working environment (within corporate guidelines). This includes space to work within the branch, remote flexibility and the potential for flexible work schedules to accommodate work/life balance needs. Managing wealth on behalf of our clients includes:

Retirement Planning
Education Planning
Investment Management
Banking and Lending Management
Insurance and Risk Management
Estate Planning

If you want to positively impact the financial security of clients, provide an outstanding investor experience, use the power of partnerships and the extensive resources available at Schwab, all while continuing to further your own professional development in Wealth Management, please consider this opportunity.

What you are good at

You are a results-oriented, highly motivated self-starter with a strong work ethic that will be an ambassador in helping clients plan for their future, driving referrals and retaining clients at Schwab for a lifetime. Our goal is that through providing outstanding advice and consultation, you are able to earn the trust and dedication of our clients.

When meeting with clients you will:

Be Curious and Consultative: Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals.
Be a Trusted Advisor: Build strong relationships, engage and encourage trust, and deepen the client relationship by utilizing a focused client communication strategy, and exceeding client expectations.
Have a Defined Process: Demonstrate your ability to deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients’ needs.
Use your Team and Ability to Influence: Leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
Be a Challenger:Partner with, and Educate Clients. Share and engage clients in discussion around market conditions, sound investing principles, and the ideal wealth and long term investment strategies for their personal situation.

What you have

Desire to work in a collaborative, team-based environment

Robust consulting, influencing and client engagement skills
Proactivity and resourcefulness with the ability to balance service, risk/compliance policies and sales goals
Ability to establish trust and rapport with a positive demeanor, and active listening
An ownership mentality with desire for continual professional development
Ability to adapt and implement change as the market and business conditions evolve
Willingness to engage within the community
Coach-ability; receive and implement feedback
Aspirations for more than baseline expectations.
Current and active FINRA Series 7
Interest in acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required in the course of your tenure on the job.