100,000's of Government Jobs

Search Government Jobs

Job Field: Office Jobs
Location: Texas

JOB SUMMARY:

---

Associate Financial Consultant - Plano







Job ID: 0521-8177
Description:

About Schwab:

Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients'' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.

Organization Objective/Purpose:
Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.
Brief Description of Role:
Building strong, personal relationships with our clients is a key component of Schwab’s business strategy. The Associate Financial Consultant will pursue this mission through:
- Proactive outbound sales calls to existing Schwab clients, identifying opportunities through needs based analysis and positioning appropriate products and solutions. At times, partnering with subject matter experts, peers and managers.
- Create initial relationship with walk-in clients and or prospects to understand investment goals and objectives and position various suitable offerings, based upon individual needs.
- Identify and refer additional opportunities to Branch Financial Consultants.
- Delivering unparalleled value and outstanding service.
We are looking for people with a passion for helping clients….
We value integrity, open communication, perseverance and relentless service to our clients. If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as anAssociateFinancial Consultant at Charles Schwab.
Technical/Functional Qualifications:
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
- Undergraduate degree highly preferred
- Series 7 and 63 required, Series 66 is also required, may be obtained within 90 days of employment
- Minimum of two years experience in the financial services industry required
- Financial Sales experience highly preferred
- Knowledge of brokerage/banking products and services
- Strong client relationship building experience
This is a summary only and duties and responsibilities may be changed from time to time, or over time.
Job Specifications:


Relocation Offered? No
Work Schedule Days
Languages English - spoken
Current Licenses / Certifications FINRA Series 66, FINRA Series 63, FINRA Series 7
Relevant Work Experience Financial Services-2-5 yrs
Position Located In TX - Plano
Education BA/BS
Job Type Full Time







Login | Help