Charles Schwab
Financial Consultant Partner- San Antonio, TX
Riomedina, TX | $95K - $148K
Qualifications
- A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
- A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
- Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients
- Strong written and verbal communication skills
- Shown track record to handle several tasks simultaneously and effectively prioritize
- Skills for, and experience in, identifying new relationship development
- Show a genuine curiosity about staying current on market events and ability to understand the implications for clients
- Ability to uncover and meet client needs and effectively manage client expectations
- Ability to build and maintain good cross-enterprise working relationships
- Responsible for understanding and aligning with applicable policies and procedures and applying ethical standards to every business activity in which they engage
- Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety
- There is a minimum time-in-position expectation of 2 years
- May be asked to become a Notary
- Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must 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
Responsibilities
- This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr
- Provide direct, dedicated support for Sr
- Financial Consultant(s) and their practice clients
- Work with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions
- Deepen new and existing client relationships by proactively and reactively uncovering additional business development opportunities and in partnership with your Sr
- Financial Consultant(s) to close the business
- Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr
- Build, refresh, and deliver financial plans for practice clients in partnership with your Sr
- Update and compile client information through Schwab's internal customer relationship management (CRM) tool
- Identify leads and proactively generate ideas to connect with clients and prospects
- Set and prepare for appointments, eg, review planning status, life events, suitability updates
- Lead and perform activities in preparation for, and following, client appointments with designated Sr
- Lead local event administration including venue identification, scheduling, contract negotiation, invitation creation, attendance confirmation, development of client presentations, and follow-up post-event with clients and prospects
- Support the business development and relationship building activities of the Sr
- Financial Consultant(s) by following up on referrals and engaging with prospective clients
- Bring to bear key business partners (Partner Support & Pinnacle) to resolve, research, and respond to client inquiries and issues as well as ensure operational tasks are completed
- Financial Consultant(s) to ensure we are providing an outstanding experience for clients ultimately improving client promoter score for the branch
- Participate in or conduct the initial client on-boarding process
- Assist Sr
- Financial Consultant(s) with client segmentation and client engagement blue prints; use Connect mailings, branch workshops, as well as regional/national events
Benefits
- We offer a competitive benefits package that takes care of the whole you - both today and in the future:
- 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
- 10,001+ employees
- Financial Services, Asset Management, Wealth Management, Banking, Investment Services, Investment Management, Investment Banking, Stock Brokerage, Investment Advisory, Investment Banking & Asset Management
- Public Company
- Founded: 1973
- Westlake, Texas
- Company Specialties:
Brokerage, Banking, Financial Consulting, Financial Products and Services, Portfolio Management, Advisor Services, Retirement Plan Services, Specialty Brokerage Services, and Mutual Fund Clearing Services
Company information
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Social Media Disclosures Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments. TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc., members FINRA/SIPC, are separate but affiliated companies and subsidiaries of TD Ameritrade Holding Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. This profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents. © 2022 Charles Schwab & Co., Inc, All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored. For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab (# 0722-2V1X)
