Associate Financial Consultant

Charles Schwab

(Cincinnati, Ohio)
Full Time
Job Posting Details
About Charles Schwab
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow.
Responsibilities
Building strong, personal relationships with our clients is a key component of Schwab’s business strategy. The Associate Financial Consultant will pursue this mission through: * Proactive outbound calls to existing Schwab clients, identifying opportunities through needs based analysis and positioning appropriate products and solutions. At times, partnering with subject matter experts, peers and managers. * Create initial relationship with walk-in clients and or prospects to understand investment goals and objectives and position various suitable offerings, based upon individual needs. * Identify and refer additional opportunities to Branch Financial Consultants. * Delivering unparalleled value and outstanding service.
Ideal Candidate
* Minimum of two years of experience in the financial services industry (required) * Financial business development experience (highly preferred) * Knowledge of brokerage/banking products and services * Strong client relationship building experience * Bachelor’s degree required * A valid and active Series 7 license required * A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) * Ability to hold Life and Health Insurance licenses * Certified Financial Planner (CFP) certification is preferred * 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.

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