Financial Consultant - Financial Solutions Branch

Charles Schwab Inc. • Westlake, TX

6d • $74,400 - $113,900 • Onsite

About The Position

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. The Financial Solutions Branch (FSB) is a segment of the Wealth & CentralizedﺂCentralized Solutions (WCS) organization within Retail Experience & Specialized Relationships of Investor Services. FSB engages Mass Affluent clients ($500K-$1M) through dedicated relationships, provides a full wealth management experience, and introduces clients to additional Schwab services as their needs evolve. FSB is an extension of the Branch Network and serves our new and existing Mass Affluent clients to deepen engagement, build trust, and provide investment solutions and tools for today’s markets. The team partners closely with a wide range of departments and partners, including the local and national branches, to ensure these clients get the most out of their relationship with Schwab. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab’s mass affluent client base. Through engagement, you will support client outreach, client retention, and improve overall client satisfaction as you position yourself to be a key resource in helping clients in finding financial success. As a Financial Consultant in the Financial Solutions Branch, you will advocate on behalf of your clients by listening and discovering what is most important to them, understanding who they are, and then collaborating with a team of internal specialists to help clients fulfill their financial goals. You will confidently provide wealth management recommendations, advisory guidance, and will discuss timely and relevant topics to drive meaningful outcomes for your clients. Finally, you will grow and retain your practice by responding to your client’s needs, supporting asset consolidation, and continue to partner alongside your clients as you help guide them through their financial journey. Your typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and 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, 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 applying a focused client communication strategy, and exceeding client expectations. Have a Defined Process: Demonstrate your ability to use technology and 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 about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation. We place a premium on high performance, quality service and the ability to implement our strategy.

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)

Nice To Haves

• 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

Responsibilities

• Drive engagement, cultivate relationships, and gain long-term client loyalty with Schwab’s mass affluent client base.
• Support client outreach and client retention.
• Improve overall client satisfaction.
• Advocate on behalf of clients by listening, discovering what is important to them, and understanding who they are.
• 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.
• Partner alongside clients to guide them through their financial journey.
• Conduct client outreach, planning and advice discussions.
• Perform virtual client presentations.
• Discuss market trends.
• Collaborate with business partners.
• Share best practices within the branch.
• Engage in client engagement driven by digital enhancements to the Schwab platform.
• Discover client needs and recommend appropriate solutions.
• Build strong relationships and deepen client relationships.
• Apply a focused client communication strategy and exceed client expectations.
• Use technology and deliver advice and solutions through a repeatable sales process.
• Leverage team of Schwab specialists, Schwab advice guidelines, and market knowledge.
• Inspire action to help clients progress toward achieving their goals.
• Partner with and educate clients on market conditions, sound investing principles, and ideal wealth and long-term investment strategies.

Benefits

• Bonus or incentive opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed