Charles Schwab
Position Type:
RegularYour OpportunityAs a Schwab Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship.
The Wealth Advisor works across a wide spectrum of investment needs to help clients manage large and complex portfolios.
Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to:
financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needsRetain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scoresPartner with wealth specialists to offer solutions including banking, lending and trustTake an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offerDevelop a customized financial strategy for prospects and existing clientsDemonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirementDemonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service.
What you haveWhat you are good at:
Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuitiesResults driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectivesDemonstrates a bias for action and a commitment to achieving sustainable resultsAble to listen to client's needs and make decisions/take actions that help clients achieve their long-term goalsKnows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients.
Exhibits strong culture of compliance, adherence to policy and Schwab's high standardsDemonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clientsAble to adjust style of communication to best connect with othersDemonstrates and encourages collaboration and teamwork cross functionally and within his/her teamDemonstrates personal resilience and a commitment to continually learnAble to remain positive and focused during times of pressure, adversity, or changeActively engages and helps others succeedUnderstands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordinglyRemains flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively Bachelor's degree highly preferredMust have Ultra High Net Worth client experience Wealth Management designation, e.
g.
, Certified Wealth Strategist (CWS), CFA or CFP strongly preferredProfessional designations/certifications (e.
g.
, CFP, CFA, MBA, CHFC, CPWA) preferred Active & valid FINRA Series 7 license requiredActive & valid FINRA Series 66 (63/65) license required Active & valid Life & Health insurance (or may be obtained within 90 days of employment)7
years financial services industry experience 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.
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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceBy applying, you consent to your information being processed by SonicJobs and transmitted to the Employer.
See SonicJobs Privacy Policy at https:
//www.
sonicjobs.
com/us/privacy-policy and Terms of Use at https:
//www.
sonicjobs.
com/us/terms-conditionsAbout the Company:
Charles SchwabSchwab has earned high praise in 2016 for its heritage of innovation, contemporary wealth management capabilities, and workplace culture.
Selected as one of the FORTUNE Top 50 World's Most Admired Companies , Schwab ranked #1 for Innovation and Social Responsibility in Key Attributes of Reputation and #2 in the Securities and Asset Management category.
Schwab received a fifth consecutive win of the Gallup Great Workplace Award, placing Schwab among the top 35 companies recognized for having the most engaged workforces in the world.
Schwab's commitment to challenging the industry status quo, delivering excellent client service supported by strong corporate governance practices, is due to our strong leadership team and Board of Directors.
Company Size:
50 to 99 employees Industry:
BankingFounded:
1976Website:
https:
//www.
aboutschwab.
com/.
Estimated Salary: $20 to $28 per hour based on qualifications.
RegularYour OpportunityAs a Schwab Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship.
The Wealth Advisor works across a wide spectrum of investment needs to help clients manage large and complex portfolios.
Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to:
financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needsRetain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scoresPartner with wealth specialists to offer solutions including banking, lending and trustTake an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offerDevelop a customized financial strategy for prospects and existing clientsDemonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirementDemonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service.
What you haveWhat you are good at:
Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuitiesResults driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectivesDemonstrates a bias for action and a commitment to achieving sustainable resultsAble to listen to client's needs and make decisions/take actions that help clients achieve their long-term goalsKnows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients.
Exhibits strong culture of compliance, adherence to policy and Schwab's high standardsDemonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clientsAble to adjust style of communication to best connect with othersDemonstrates and encourages collaboration and teamwork cross functionally and within his/her teamDemonstrates personal resilience and a commitment to continually learnAble to remain positive and focused during times of pressure, adversity, or changeActively engages and helps others succeedUnderstands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordinglyRemains flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively Bachelor's degree highly preferredMust have Ultra High Net Worth client experience Wealth Management designation, e.
g.
, Certified Wealth Strategist (CWS), CFA or CFP strongly preferredProfessional designations/certifications (e.
g.
, CFP, CFA, MBA, CHFC, CPWA) preferred Active & valid FINRA Series 7 license requiredActive & valid FINRA Series 66 (63/65) license required Active & valid Life & Health insurance (or may be obtained within 90 days of employment)7
years financial services industry experience 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.
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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceBy applying, you consent to your information being processed by SonicJobs and transmitted to the Employer.
See SonicJobs Privacy Policy at https:
//www.
sonicjobs.
com/us/privacy-policy and Terms of Use at https:
//www.
sonicjobs.
com/us/terms-conditionsAbout the Company:
Charles SchwabSchwab has earned high praise in 2016 for its heritage of innovation, contemporary wealth management capabilities, and workplace culture.
Selected as one of the FORTUNE Top 50 World's Most Admired Companies , Schwab ranked #1 for Innovation and Social Responsibility in Key Attributes of Reputation and #2 in the Securities and Asset Management category.
Schwab received a fifth consecutive win of the Gallup Great Workplace Award, placing Schwab among the top 35 companies recognized for having the most engaged workforces in the world.
Schwab's commitment to challenging the industry status quo, delivering excellent client service supported by strong corporate governance practices, is due to our strong leadership team and Board of Directors.
Company Size:
50 to 99 employees Industry:
BankingFounded:
1976Website:
https:
//www.
aboutschwab.
com/.
Estimated Salary: $20 to $28 per hour based on qualifications.
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