Financial Consultant (FSB) - Lonetree, CO

About the role

The Financial Solutions Branch (FSB) is a segment of the Wealth & Centralized Solutions (WCS) organization within Retail Experience & Specialized Relationships of Investor Services. FSB engages Mass Affluent clients ($500K-$1M) through dedicated relationships, providing a full wealth management experience, and introducing clients to additional Schwab services as their needs evolve.

Responsibilities

• Drive engagement and cultivate relationships with Mass Affluent clients to deepen trust and provide investment solutions and tools for today’s markets.
• Advocate on behalf of clients by listening and discovering what is most important to them, understanding their needs, and collaborating with a team of internal specialists to help clients fulfill their financial goals.
• Provide wealth management recommendations, advisory guidance, and discuss timely and relevant topics to drive meaningful outcomes for clients.
• Grow and retain your practice by responding to client needs, supporting asset consolidation, and partnering alongside clients as they navigate their financial journey.
• Engage clients through client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, and additional client engagement driven by digital enhancements to the Schwab platform.

Requirements

• Active FINRA Series 7 license
• Series 66 (63/65) license
• Life & Health Insurance license (may be obtained under a 120 day condition of employment)
• Minimum of 5 years of financial experience
• Entrepreneurial and self-starter mentality
• Polished and persuasive interpersonal and verbal/written communication skills
• Able to quickly learn new technology and use 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

Preferred Qualifications

• Self-starter mentality
• Polished and persuasive interpersonal and verbal/written communication skills
• Able to quickly learn new technology and use 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

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time off 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