VP, Financial Consultant - Savannah, GA

Charles Schwab Inc.•Savannah, GA

1d•$70,000 - $90,000

About The Position

As a Financial Consultant at Schwab, you will be provided with a practice of existing Schwab clients and give them wealth management and financial planning advice. Over time, you will grow your practice holistically through client asset consolidation, networking, and earning client referrals. The role involves working in a team setting and serving clients while building lasting relationships based on trust, respect, and shared goals. You will have access to Schwab specialists and advice guidelines to help clients progress toward their financial goals.

Requirements

A valid and active FINRA Series 7 license is required.
Obtain or acquire a FINRA Series 66 (63/65) license and Life & Health Insurance license during tenure in the role.

Nice To Haves

Ability to build strong relationships, foster trust, deepen client relationships through focused communication, and exceed client expectations.
Ability to leverage Schwab specialists, Schwab advice guidelines, market knowledge, and persuasive communication to help clients progress toward their goals.
Openness to managing wealth across retirement planning, education planning, investment management, banking and lending management, insurance and risk management, and estate planning.
Ability to adapt to and implement change as market and business conditions evolve.
Passion for community engagement and discussing market conditions, sound investing principles, and suitable wealth and long-term investment strategies.
Desire to provide an outstanding investor experience and further professional development in wealth management.

Responsibilities

Provide existing Schwab clients with wealth management and financial planning advice.
Grow a client practice through asset consolidation, networking, and client referrals.
Build strong client relationships, earn trust, and deepen relationships through focused communication.
Help clients work toward their goals by leveraging Schwab specialists, advice guidelines, and knowledge of the markets.
Manage client wealth across areas including retirement planning, education planning, investment management, banking and lending, insurance and risk management, and estate planning.
Engage with the community and discuss market conditions, sound investing principles, and appropriate wealth and long-term investment strategies.