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 locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
Responsibilities
- Deliver comprehensive financial plans for the most sophisticated and complex client situations.
- Provide strategic insight into initiatives and projects to help strengthen the Schwab Wealth Advisory offer.
- Deliver presentations in partner and client public speaking events.
- Act as a cross enterprise subject matter expert to support business development, field integration and executive service initiatives.
- Mentor, coach, and support the growth of financial planning acumen with partners including Financial Consultants and Portfolio Consultants.
- Engage with partners and clients to understand the goals, wishes, and concerns of clients.
- Create, review and refine clients' overall financial roadmap and deliver their personalized financial plan.
- Provide ongoing support for clients beyond the initial appointment, including updating their financial plan.
- Proactively engage partners to create awareness around comprehensive financial planning abilities.
- Ensure a seamless delivery of comprehensive wealth management approach while leveraging additional partners and resources.
- Manage multiple tasks and priorities to ensure accurate final plan delivery to each client/prospect.
- Coordinate meetings and presentations with business partners and clients.
Requirements
- Master's level or equivalent Financial Planning-related designation.
- CFP designation is required.
- Active and valid FINRA Series 7 license required.
- Active and valid FINRA Series 63/65 or 66 required.
- Bachelor's degree required.
- Minimum of 5 years financial services experience in addition to 2 years Financial Planning experience.
- Passion for financial planning to help clients manage their financial futures.
- Ability to articulate the value and importance of financial planning services.
- Knowledge and ability to move clients through complete and complex financial planning cycle.
- Excellent communication skills and ability to effectively communicate complex topics to clients.
- Strong client services skills and ability to anticipate and resolve problems.
- Embrace an entrepreneurial and self-starter mentality.
- Able to quickly learn new technology and utilize a variety of data and systems.
- Strong analytical skills and attention to detail.
Nice-to-haves
- Collaborative and relationship-focused work style with demonstrated success in a team-based environment.
- Open to ongoing coaching and development to achieve positive client outcomes.
Benefits
- 401(k) with company match and Employee stock purchase plan.
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
- Paid parental leave and family building benefits.
- Tuition reimbursement.
- Health, dental, and vision insurance.
