VP, Financial Consultant - Rowland Heights, CA
Company: Charles Schwab
Posted on: January 27, 2023
Position Type: Regular
Are you ready for a career worth owning? One that challenges the
status quo? We want you to bring your positivity, curiosity, drive,
and passion for delighting clients to the Schwab Financial
Consultant position. You will be part of a diverse national network
of skilled Financial Consultants, who are crafting and growing,
their practices, while driving successful outcomes for our clients.
We are looking for professionals who advocate on behalf of our
clients by listening and discovering what is most important to
them, understand who they are, and then collaborate with a team of
internal specialists to help clients fulfill those goals and
Financial Consultants are procured with a practice of existing
Schwab clients, providing them with wealth management and financial
planning advice. Over time, they grow their practice holistically
through client asset consolidation, networking, and earning client
referrals. Financial Consultants are empowered to choose their most
productive working environment (within corporate guidelines). This
includes space to work within the branch, remote flexibility and
the potential for flexible work schedules to accommodate work/life
balance needs. Managing wealth on behalf of our clients
- Retirement Planning
- Education Planning
- Investment Management
- Banking and Lending Management
- Insurance and Risk Management
- Estate Planning
If you want to positively impact the financial security of clients,
provide an outstanding investor experience, use the power of
partnerships and the extensive resources available at Schwab, all
while continuing to further your own professional development in
Wealth Management, please consider this opportunity.
What you are good at
You are a results-oriented, highly motivated self-starter with a
strong work ethic that will be an ambassador in helping clients
plan for their future, driving referrals and retaining clients at
Schwab for a lifetime. Our goal is that through providing
outstanding advice and consultation, you are able to earn the trust
and dedication of our clients.
When meeting with clients you will:
- Be Curious and Consultative: Discover all you can about your
clients, see things through their eyes, and then review and
recommend appropriate solutions to help them stay on track with
their financial goals.
- Be a Trusted Advisor: Build strong relationships , engage and
encourage trust, and deepen the client relationship by utilizing a
focused client communication strategy, and exceeding client
- Have a Defined Process: Demonstrate your ability to deliver
appropriate advice and solutions through a repeatable sales process
that focuses on addressing clients' needs.
- Use your Team and Ability to Influence: Leverage our team of
Schwab specialists, Schwab advice guidelines, your knowledge of the
markets, and your ability to inspire action to help your client's
progress toward achieving their goals.
- Be a Challenger: Partner with, and Educate C lients . Share and
engage clients in discussion around market conditions, sound
investing principles, and the ideal wealth and long term investment
strategies for their personal situation. What you have
- Desire to work in a collaborative, team-based environment
- Robust consulting, influencing and client engagement skills
- Proactivity and resourcefulness with the ability to balance
service, risk/compliance policies and sales goals
- Ability to establish trust and rapport with a positive
demeanor, and active listening
- An ownership mentality with desire for continual professional
- Ability to adapt and implement change as the market and
business conditions evolve
- Willingness to engage within the community
- Coach-ability; receive and implement feedback
- Aspirations for more than baseline expectations.
- A valid and active FINRA Series 7 license required
- Interest in acquiring FINRA Series 66 (63/65) license and Life
& Health Insurance as it will be required in the course of your
tenure on the job.
Investing in Yourself:
- Wealth Management University - We provide a comprehensive
onboarding and new hire program designed for new Financial
Consultants (FCs). This program helps FCs understand Schwab's
overarching approach to our clients and features content on
relationship building, financial planning, and Schwab's spectrum of
advised and lending solutions.
- Professional Designations - CWS (Cannon Wealth Strategist), CFP
(Certified Financial Planner)
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
Highlights of Schwab's Benefits
- Work/Life Balance: Remote working flexibility, Paid vacation
time, Sabbatical, Paid Parental Leave, New Mothers returning to
work Program, Tuition Reimbursement Programs, Time off to
volunteer, Employee Matching Gifts Program
- Financial Health: 401k Match, Employee Stock Purchase Plan,
Employee Discounts, Personalized advice, Brokerage discounts
- Everyday Wellness: Health and Lifestyle Wellness Rewards,
Healthy Food Choices, Wellness Champions
- Inclusion: Employee Resource Groups, Established Diversity &
Inclusion practices, Community involvement, Company-wide Volunteer
efforts, Charitable matching
- We will ensure that individuals with disabilities are provided
reasonable accommodation to participate in the job application or
interview process, to perform crucial job functions, and to receive
benefits and privileges of employment. Please contact us to request
accommodation. Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to
helping our employees ignite their potential and achieve their
dreams. Our employees get to play a central role in reinventing a
multi-trillion-dollar industry, creating a better, more modern way
to build and manage wealth.
Benefits: A competitive and flexible package designed to empower
you for today and tomorrow. We offer a competitive and flexible
package designed to help you make the most of your life at work and
at home-today and in the future. Explore further .
Schwab is committed to building a diverse and inclusive workplace
where everyone feels valued. As an Equal Opportunity Employer, our
policy is to provide equal employment opportunities to all
employees and applicants without regard to any status that is
protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing
women, racial and ethnic minorities, veterans, and individuals with
disabilities in the workplace. If you have a disability and require
reasonable accommodations in the application process, contact Human
Resources at or call .
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal
Opportunity Employer. At TD Ameritrade we believe People Matter. We
value diversity and believe that it goes beyond all protected
classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Tustin , VP, Financial Consultant - Rowland Heights, CA, Other , Tustin, California
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