Charles Schwab has been a leader in financial services for over 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.
Organizational Summary and Purpose:
Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to 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:Charles Schwab - Investor Services
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 total compensation package which includes a competitive base salary, incentives and a bonus structure derived by each individual Financial Consultant’s performance and production.
To learn more about the culture at Schwab, click here tomeet our people.
Skills and Qualifications:
Requiredminimumskills and qualifications are:
* Active and valid FINRA Series 7
* Active and valid FINRA Series 66 (63/65) may be obtained within 90 days of employment
* Active and valid Insurance – Life & Health (may be obtained within 90 days of employment
* Minimum of four years successful financial services experience working with retail clients, with proven success in providing advice and consultation, managing, developing and expanding client relationships
* Strong industry and market knowledge
* Excellent consultative, interpersonal and communication skills
* Basic computer skills
The ideal candidate will also have:
* Bachelor's Degree
* CFP designation
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 66, FINRA Series 63, FINRA Series 7, FINRA Series 65
Relevant Work Experience: Business Development and Sales-2-5 yrs
Position Located In: MO - Chesterfield
Job Type: Full Time
Activation Date: Tuesday, September 10, 2013
Expiration Date: Wednesday, January 1, 2014