VP, Financial Consultant - Lynnwood, WA
Company: Charles Schwab
Location: Port Ludlow
Posted on: January 27, 2023
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Job Description:
Position Type: Regular
Your Opportunity
Do you enjoy building and maintaining authentic, long lasting
client relationships? Are you driven and do you thrive in an
environment where you are fairly compensated for your achievements?
We are looking for a seasoned financial professional who is
passionate about working in a collaborative and client centric
branch environment. You will receive a book of existing high net
worth TD Ameritrade clients to share our suite of non-proprietary
products and services. You will have the opportunity to expand and
deepen these relationships through face-to-face meetings. Each
diverse client has a distinct set of needs. Therefore, we offer
more than just self-directed investment services! Our employees
continuously advise and educate our clients on a wide range of
services including, Goal Planning, recommendations of TD Ameritrade
Investment Management Services, and complete wealth management
portfolios.
What you are good at
A Day in the Life of a Senior Financial Consultant
Start your day with an energizing and encouraging huddle with your
team, capturing goals, best practices and areas of focus for the
day. Organically grow your practice bring to bear full spectrum of
guidance solutions, goal-based planning tools, and discussing key
wealth management issues for your assigned book of clients (above
$1 million in assets or $250k in a managed solution). Deepen
relationships with those clients $250k and above to strengthen this
relationship with TD Ameritrade. Collaborate with multiple business
partners to build an outstanding client experience and meet the
client's broad range of investment needs. Assess clients' financial
circumstances and investment objectives. Advise clients on
advantages and disadvantages of various investment products. Manage
diverse client portfolios and stay current with financial industry
and market trends. Place high priority on client satisfaction and
cultivate long term client relationships. Provide an outstanding
client experience to achieve client advocacy and retention. Adhere
to all compliance/risk procedures, follow corporate and industry
protocols, and protect the interest of the client and all
entities.
What you have
Help us achieve our mission to empower investors by leveling the
playing field. Stand on the side of the client, break down
barriers, and encourage and educate your clients by delivering
simple, personal, and straight-forward solutions.
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 further .
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 here 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.
Keywords: Charles Schwab, Seattle , VP, Financial Consultant - Lynnwood, WA, Professions , Port Ludlow, Washington
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