VP, Financial Consultant, Active Trader
Company: Charles Schwab
Location: Chicago
Posted on: October 10, 2024
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Job Description:
Position Type: RegularYour opportunity Our Active Trader Branch
is part of the broader branch network within the Investor Services
organization. We have a unique opportunity to assist clients
virtually nationwide. We cater to clients who are highly engaged in
self-directing either all or a portion of their investable assets
as part of their wealth management strategy. These clients also
must prefer to conduct business over the phone, as meetings are
held either over the phone or through video conferencing. Our
primary responsibility is to help individuals and families with
their financial needs and provide them the tools and services to
accomplish these goals. Whether it's investing tools and services,
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 The VP, Active Trader Financial
Consultant will actively grow an affluent wealth management
practice and work with clients to find appropriate solution
strategies and services to deepen relationships. Financial
Consultants will develop and execute a business plan to generate
new clients. The Financial Consultants help the firm grow by
consolidating additional assets and are responsible for providing
investment strategies, trading tools, and planning-based wealth
management. Primary responsibilities include: Practice a
consultative, goal-based wealth management approach to best assess
and find appropriate solutions to meet client's needs. Utilize
expertise and knowledge of the securities industry and markets to
analyze and interpret client's 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
Consultant's performance and business development. What you have We
place a premium on high performance, quality service and the
ability to execute our strategy. Essential skills include: Active
and valid FINRA Series 7 required Active and valid FINRA Series 66
(63/65) license and Life & Health Insurance Prefer a minimum of 5
years of financial experience Entrepreneurial and a self-starter
mentality Polished and persuasive interpersonal and verbal/ written
communication skills Able to quickly learn new technology and
utilize a variety of data and systems Open to ongoing coaching and
development to achieve positive client outcomes and career
aspirations Strong time management skills and productivity; ability
to successfully balance competing priorities Learning mentality, as
you gain an understanding of all the products and services at
Schwab Extensive Schwab network to best address client concerns
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. Position will be located in the following
Schwab service center locations: Phoenix, Chicago, and Austin.
What's in it for you At Schwab, we're committed 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. 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
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Keywords: Charles Schwab, Wheaton , VP, Financial Consultant, Active Trader, Accounting, Auditing , Chicago, Illinois
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