Job Description

Your Opportunity
Our National Branch is part of the broader branch network within the Investor Services organization. We have a unique opportunity to assist clients who dont live within close proximity to a physical branch. We also cater to clients who prefer to conduct business on the phone, as meetings are held either over the phone or by video conference technology. Our primary responsibility is to help individuals and families with their financial needs. Whether its retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.

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

What you are good at

The VP, Financial Consultant will actively grow an affluent wealth management practice and work with clients to find appropriate solution strategies and service to deepen relationships. Financial Consultants will develop and execute a business plan to generate new clients. The Financial Consultants help the firm grow and are responsible for providing planning-based wealth management for clients with more than $250,000 in assets.

Primary responsibilities include:

* Practice a consultative, goal-based wealth management approach to best assess and find appropriate solutions to meet clients needs.
* Utilize expertise and knowledge of the securities industry and markets to analyze and interpret clients investment objectives and provide investment advice suited to meet their needs.
* Increase branch/brand awareness by soliciting referrals and leveraging relationships with centers of influence.
* Execute a consistent client relationship management process that delights clients, drives referrals, and retains clients at Schwab for life.
* Engage with clients to inspire a level of trust that increases retention, client promoter scores and positive feedback
* Use existing relationship resources (i.e. planning tools, etc.) to deepen and retain client relationships.
* Build relationships with key business partners and connect with others across the firm to boost results and provide the best client experience.

Schwab Financial Consultants receive a total compensation package which includes a competitive base salary and incentive structure derived by each individual Financial Consultants performance and business development.

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

What you have

Required minimum skills and qualifications are:

* Bachelors degree or equivalent or equivalent work related experience
* Valid and active Series 7 license is required
* Valid and active Series 66 (63/65) license is required (may be obtained within a 90 day condition of employment)
* Valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
* Certified financial planner (CFP) certification is preferred
* Skilled at developing relationships and self-sourcing new to firm clients while maintaining existing relationships
* A minimum of four years financial services experience working with retail clients, with success in providing advice and consultation, and in managing, developing, and expanding client relationships
* Results driven, highly motivated self-starter who demonstrates a consistent track record for client acquisition and closing the business
* You need a strong desire for performance-driven compensation and growing earnings potential
* You have a strong connection to community, identifying and capitalizing on existing networks and relationships
* Prior experience demonstrating self-motivation and entrepreneurial mindset
* Strong verbal communication skills including the ability to make presentations to various audiences
* Proven ability to identify crucial events in clients lives with the proficiency to utilize this skill to consolidate and retain assets

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations need to register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.

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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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