Regional Support Specialist – Charles Schwab Careers

Job Description:

As a Financial Consultant Partner at Charles Schwab, you will operate in a team-based model partnered with one to three Sr. Financial Consultants. In a team-based model, tasks can be completed as directed by your Sr. Financial Consultant(s), in partnership with, or independently with check-ins:

Job Responsibilities:

• Deepen new and existing client relationships by proactively and reactively uncovering additional business development opportunities and in partnership with your Sr. Financial Consultant(s) to close the business.
• Manage local event administration including venue identification, scheduling, contract negotiation, invitation creation, attendance confirmation, development of client presentations, and follow-up post-event with clients and prospects.
• Build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s).
• Interface with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions.
• Provide direct, dedicated support for Sr. Financial Consultant(s) and their practice clients.
• Manage and perform activities in preparation for, and following, client appointments with designated Sr. Financial Consultant(s).
• Set and prepare for appointments, e.g., review planning status, life events, suitability updates.
• Identify leads and proactively generate ideas to connect with clients and prospects.
• Update and compile client information through Schwab’s internal customer relationship management (CRM) tool.
• Support the business development and relationship building activities of the Sr. Financial Consultant(s) by following up on referrals and engaging with prospective clients.
• Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr. Financial Consultant(s).

Job Requirements:

• Notary certification (may be obtained after hire)
• Strong written and verbal communication skills
• Aptitude for, and experience in, identifying new relationship development
• Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize
• A valid and active Series 7 license is required (may be obtained under a condition of employment)
• Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients
• A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment)
• Passion for the client with the ability to strengthen and retain client relationships

Qualification & Experience:

• Bachelor’s degree or equivalent work related experience
• Minimum of 3 years of financial services experience is strongly preferred
• Demonstrated experience handling client concerns and issues with tact and diplomacy

Job Details:

Company: Charles Schwab

Vacancy Type:  Full Time

Job Location:  New York, NY, US

Application Deadline: N/A

Apply Here

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