Associate Financial Consultant – Boca Raton, FL

 

At Schwab, we offer a different kind of workplace. We work hard to create a rewarding experience for all of our employees, and we offer the support they need to keep learning and growing.

We believe in making financial services more affordable, understandable, and available to everyone. Our purpose is to help everyone be financially fit, at any age or income level. That’s what drives us.

Learn more about Charles Schwab.

Job Description

Organization Objective/Purpose:

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

 

Brief Description of Role:

We are looking for people with a passion for helping clients….

You will be responsible for:

 

•  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 an Associate Financial Consultant at Charles Schwab. 

 

•  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. 

 

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

 

• 2 plus years of experience in the financial services industry required

 

• Financial Sales experience preferred

 

• Knowledge of brokerage/banking products and services

 

• Strong client relationship building experience

http://www.careerbuilder.com/JobSeeker/Jobs/JobDetails.aspx?IPath=ILKGV0A&ff=21&APath=2.21.21.0.0&job_did=J3G2GR6D76N1WHS240W

 

 

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