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For your reference, we have included the original job posting below.
Branch Financial Consultant ( CASanMateo)
Job Number:
75960700
Company Name:
Charles Schwab Corporation
Job Location:
San Mateo, CA US
Job Category:
Accounting & Finance
Branch Financial Consultant ( CASanMateo)
Position: Branch Financial Consultant
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 SUMMARY AND 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, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.
To learn more about our client offerings visit: DESCRIPTION:
Upon hire, Financial Consultants are assigned an existing practice of high net worth Schwab clients (book of business). Practice client minimum is $250,000 or more of investable assets with Schwab. The actual size of each practice may vary based upon geography and the Financial Consultant's experience. Our Financial Consultants work in a Schwab Branch, providing investment guidance and advice to clients primarily through face to face meetings. Our Financial Consultants' primary goal is to deepen relationships with existing clients through financial planning, holistic approach of current and long term investment objectives, as well as positioning the appropriate solutions and strategies through Schwab's broad product offering. Additionally, Financial Consultants work to grow their practice through client referrals, marketing events, asset consolidation and proactive calling to prospects.
Schwab Financial Consultants receive a competitive base salary, sales incentives and a bonus structure derived by each individual Financial Consultant's performance and production. Total compensation is a direct result of the Financial Consultants assets, sales, and revenue growth.
To learn more about the culture at Schwab, click here: and QUALIFICATIONS:
Required minimum skills and qualifications are:
. Active and valid FINRA Series 7 . Active and valid FINRA Series 66 (63/65) licenses may be obtained within 90 days of start . Minimum of fours years successful financial services sales experience working with retail clients . Bachelors Degree or equivalent work experience . Strong industry and market knowledge . Excellent consultative, interpersonal and communication skills . Proven success in developing and managing client relationships . Basic computer skills
We are recruiting for this position in several markets across multiple Schwab Branch locations. To review a listing of our branch locations visit our website:
