Associate Financial Consultant – Charles Schwab USA Careers

Job Description:

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.

Job Responsibilities:

• Active outbound telephone calls to existing Schwab clients, finding opportunities through needs based analysis and positioning appropriate products and solutions. At times, partnering with subject matter experts, peers and managers.
• Build initial relationship with walk-in clients and or prospects to understand investment goals and objectives and position various suitable offerings, based upon individual needs.
• Identify and refer additional opportunities to Branch Financial Consultants.
• Delivering unparalleled value and excellent service.

Job Requirements:

• Minimum of two years of experience in the financial services industry (required)
• Financial business development experience (highly preferred)
• Knowledge of brokerage/banking products and services
• Strong client relationship building experience

Qualification & Experience:

• Bachelor’s degree required
• A valid and active Series 7 license required
• A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
• A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
• Certified Financial Planner (CFP) certification is preferred

Job Details:

Company: Charles Schwab

Vacancy Type:  Full Time

Job Location: Amherst, NY, US

Application Deadline: N/A

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