Responsibilities
include; working with assigned internal Schwab departments (primarily the Branch and Schwab Wealth Advisory Investment Advisors) to cultivate a referral relationship.
Interact directly with clients in delivering detailed and customized financial plans. Participate in ongoing personal development and training to continually grow as a professional and advisor.
Participate in joint sales calls regarding Schwab’s financial planning capabilities. What you have
- CFP® designation required
- Active and valid FINRA Series 7 license required (may be obtained within the first 120 days condition of employment)
- Active and valid FINRA Series 63 / 65 or 66 license required (may be obtained with 120 days condition of employment)
- Minimum 3+ years’ experience with creating and presentingplexprehensive financial plans
- In-depth knowledge and demonstrated sales skills to close and sell financial planning services
- Proven ability to manage multiple tasks and financial plans to ensure that an accurate final plan is delivered to each client / prospect in a timely manner.
- Extensive knowledge and mastery of moving clients throughplete andplex financial planning cycle
- Ability to work effectively with internal and external partners to address clients / prospects financial needs and goals.
- Excellentmunication skills and ability to effectivelymunicateplex topics to clients.
- Strong client services skills and ability to anticipate and resolve problems on own initiative.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, we’remitted to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
Our approach balances our ongoingmitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer apetitive that takes care of the whole you both today and in the future :
- 401(k) withpany 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
Job ID 1420869740
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