VP, Financial Consultant - Paramus, NJ
Company: Charles Schwab
Location: Paramus
Posted on: September 10, 2023
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Job Description:
Position Type: Regular Your Opportunity This position may be
required to service TDA accounts until the broker dealer
integration is complete. 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 dreams. Financial Consultants are procured
with the 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 includes: 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 have
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 applying a focused client communication strategy,
and exceeding client expectations. 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 about market conditions,
sound investing principles, and the ideal wealth and long-term
investment strategies for their personal situation. 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
development 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
during 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. In addition to the salary range, this role is also
eligible for bonus or incentive opportunities.
Keywords: Charles Schwab, Hackensack , VP, Financial Consultant - Paramus, NJ, Accounting, Auditing , Paramus, New Jersey
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