Associate Financial Consultant - Colorado Springs
Job ID: 1206-6537
Description:
Organization Objective/Purpose:
Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.
Brief Description of Role:
Building strong, personal relationships with our clients is a key component of our business strategy. Our Associate Financial Consultants will pursue this mission through:
* Proactive outbound calls to Schwab clients, partnering with subject matter experts, peers and managers.
* Delivering unparalleled value and outstanding service.
* Presenting clients and prospects with a growing array of financial services and products.
We are looking for people with a passion for helping clients….
You will be responsible for:
* Meeting with clients and prospects to identify/analyze their assets and financial goals/objectives, referring more complex financial situations when appropriate
* Providing comprehensive, high touch service and advice to clients and prospects
* Proactive outbound calling
We value integrity, open communication, perseverance and relentless service to our clients. If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as anAssociateFinancial Consultant at Charles Schwab.
Technical/Functional Qualifications:
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
* Undergraduate degree highly preferred
* Series 7 and 63 required, Series 66 preferred
* Two plus years of experience in the financial services industry preferred
* Financial Sales experience preferred
* Knowledge of brokerage/banking products and services
* Strong client relationship building experience
This is a summary only and duties and responsibilities may be changed from time to time, or over time.
Job Specifications:
Relocation Offered? No
Work Schedule Days
Languages English - spoken
Current Licenses / Certifications FINRA Series 66, FINRA Series 63, FINRA Series 7
Relevant Work Experience Business Development and Sales-2-5 yrs
Position Located In CO - Colorado Springs
Education BA/BS
Job Type Full Time
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