Financial Consultant Partner- Seattle, WA

Company: The Charles Schwab Corporation
Location: Seattle
Posted on: January 15, 2022

Job Description:

Your 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: Charles Schwab - Investor ServicesWhat 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 directed 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.Interface 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. Manage 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.Leverage 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; leverage Connect mailings, branch workshops, as well as regional/national events.To learn more about the culture at Schwab, click here to meet our people. -What you haveRequired minimum skills and qualifications are:Bachelor's degree or equivalent work related experienceA valid and active Series 7 license is required (may be obtained under a condition of employment)A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire)Minimum of 3 years of financial services experience is strongly preferredPassion for the client with the ability to strengthen and retain client relationshipsResults driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clientsDemonstrated experience handling client concerns and issues with tact and diplomacyStrong written and verbal communication skillsDemonstrated ability to handle multiple tasks simultaneously and effectively prioritizeAptitude 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 clientsAbility to uncover and meet client needs and effectively manage client expectationsDemonstrated ability to be agile in changing environmental, economic, and client need scenariosOperational and/or project management experienceStrong organizational skills with attention to detailAbility to develop and maintain good cross-enterprise working relationshipsStrong problem solving skillsAdvanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and emailCollaborative and team based work styleAbility to retain and execute upon complex information with relative easeResponsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engageMaintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of improprietyThere is a minimum time-in-position expectation of 2 yearsPursuant 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.Job SummaryRequisition ID: 2021-73690Posted Date: 1 week ago(1/3/2022 9:57 AM)Category: Customer Service/Client ServicePosition Type: Full time

Keywords: The Charles Schwab Corporation, Seattle , Financial Consultant Partner- Seattle, WA, Accounting, Auditing , Seattle, Washington