Financial Consultant Partner - Menlo Park, CA
Company: Careerbuilder-US
Location: Milpitas
Posted on: January 18, 2023
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Job Description:
Position Type: RegularYour OpportunityThis position is part of
the Branch Network which is primarily responsible for providing
Wealth Management to individuals and families to meet their
financial needs. In partnership with the Sr. Financial Consultant
(FC), the Financial Consultant Partner will support the growth and
management of an affluent wealth management practice. This includes
servicing clients, growing client relationships, and delivering
advice with the practice clients of the Sr. Financial Consultant.
The Financial Consultant Partner will help grow the practice by
partnering with their Sr. FC to pursue business development
opportunities. - - -To learn more about our client offerings visit:
-What you are good atAs 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 advised by your Sr. Financial Consultant(s), in
partnership with, or independently with check-ins: - -Provide
direct, dedicated support for Sr. Financial Consultant(s) and their
practice clients. -Work with existing practice clients via inbound,
proactive and follow-up phone calls, and email as well as face to
face interactions. -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. -Provide advice to
include suitability, recommendations, and planning for practice
clients in partnership with your Sr. Financial Consultant(s).
-Build, refresh, and deliver financial plans for practice clients
in partnership with your Sr. Financial Consultant(s). -Update and
compile client information through Schwab's internal customer
relationship management (CRM) tool. -Identify leads and proactively
generate ideas to connect with clients and prospects. -Set and
prepare for appointments, e.g., review planning status, life
events, suitability updates. -Lead and perform activities in
preparation for, and following, client appointments with designated
Sr. Financial Consultant(s). -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.
-Support the business development and relationship building
activities of the Sr. Financial Consultant(s) by following up on
referrals and engaging with prospective clients. -Bring to bear key
business partners (Partner Support & Pinnacle) to resolve,
research, and respond to client inquiries and issues as well as
ensure operational tasks are completed. -Partner with Sr. Financial
Consultant(s) to ensure we are providing an exceptional experience
for clients ultimately improving client promoter score for the
branch. -Participate in or conduct the initial client on-boarding
process. -Assist Sr. Financial Consultant(s) with client
segmentation and client engagement blue prints; use Connect
mailings, branch workshops, as well as regional/national events. -
-To learn more about the culture at Schwab, click here to - -What
you haveRequired minimum skills and qualifications are: - - - -A
valid and active Series 7 license is required (license may be
obtained under a condition of employment through Branch Network
Licensing Program) - - -A valid and active Series 66 (63/65)
license required (license(s) may be obtained under a condition of
employment) - -3 years of experience in the financial services
industry preferred - -Results driven, highly motivated self-starter
who possesses integrity, a strong work ethic and a passion for
helping clients - -Strong written and verbal communication skills -
-Proven track record to handle several tasks simultaneously and
effectively prioritize - -Aptitude for, and experience in,
identifying new relationship development - -Show a genuine interest
in staying current on market events and ability to understand the
implications for clients - -Ability to uncover and meet client
needs and effectively manage client expectations - -Ability to
build and maintain good cross-enterprise working relationships -
-Responsible for understanding and aligning with applicable
policies and procedures and applying ethical standards to every
business activity in which they engage - -Maintain the highest
ethical standards in the conduct of their business activities and
professional dealings and to avoid even the appearance of
impropriety - -There is a minimum time-in-position expectation of 2
years - -May be asked to become a Notary - - - -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. -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 .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 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.SDL2017
Keywords: Careerbuilder-US, Milpitas , Financial Consultant Partner - Menlo Park, CA, Accounting, Auditing , Milpitas, California
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