Job Description

Your Opportunity
Schwabs Prospect Conversion Team is part of the broader Investor Services organization and is primarily responsible for the retail acquisition of prospects as well as new retail clients who have been at Schwab less than 90 days. We strive to create a consistent client experience and ensure that every client experiences the very best Schwab has to offer by focusing on their needs, assisting with new account openings, proposing solutions when appropriate and navigating them to the next steps to ensure they are in a fully integrated relationship with Schwab.

To learn more about our client offerings visit: Charles Schwab - Investor Services

What you are good at

A passion for building strong, personal relationships upon initial contact with prospects and new to retail clients. The Investment Consultant on the Prospect Conversion Team will excel at:

* Proactively engaging with prospects/new to retail clients through various channels including but not limited to inbound/outbound calls, referrals from retail partners, and emails.
* Identifying business development opportunities through needs based discovery and then effectively positions appropriate products and solutions.
* Being individually motivated, competitive, and demonstrates an entrepreneurial mindset to maximize their impact on clients and the firm.
* Balancing multiple priorities and focuses on touching as many prospects as possible with the highest quality.
* Determining and understanding client goals/objectives and position various suitable offerings based upon individual needs and refer to a branch Financial Consultant when appropriate.
* Influencing shapes clients opinions and actions in a manner that gains their trust and confidence.
* Consistently delivering unparalleled value and superior service.

To learn more about the culture at Schwab, click here to meet our people

What you have

We place a premium on high performance, quality service, efficiency and the ability to execute Schwabs strategy. Essential skills include:

Minimum of 2 years in financial services experience required
Financial business development experience (highly preferred)
Requires active FINRA Series 7
Requires active FINRA Series 66 (63/65); May be obtained within a 120 day condition of employment
Excellent written and oral communication skills.
Knowledge of Schwabs products and services (highly preferred)
Attention to detail, ability to prioritize effectively and work with minimal supervision is important.
Bachelors Degree or equivalent experience preferred









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Why Schwab?

At Schwab, Own Your Tomorrow embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. Were a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

Hear from employees: Whats it like to work at Schwab!

The benefits of working at Schwab: a package designed to empower your health, wealth, career and life.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay for Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado.

As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.
We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

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