Financial Consultant

Job Description

Job Description

Schwab Franchise Branches, led by a Schwab Franchise Branch Owner franchisee and staffed by employees of the franchisee, help individuals and families with their financial needs, including retirement planning, investing, charitable giving, support in estate planning activities, and active investing. To learn more about Schwab’s client offerings visit:

Franchise Branch Sr. Financial Consultants are not employees of Charles Schwab & Co., Inc.; they are employees of the Franchise Branch Owner and are Registered Representatives and Associated Persons of Charles Schwab & Co., Inc.

The Schwab Franchise Branch in Horsham, PA is looking for a Franchise Branch Sr. Financial Consultant with a passion for serving clients.

ROLE DESCRIPTION:

• Franchise Branch Sr. Financial Consultants help grow the profile and business of the Schwab Franchise Branch through client referrals, marketing events, and proactive engagement with clients and prospects

• At the direction of the Franchise Branch Owner, Franchise Branch Sr. Financial Consultants help establish, deepen, and grow Schwab client by sourcing and networking, providing outstanding service, and ultimately appropriate investment guidance and advice based on client needs

• Franchise Branch Sr. Financial Consultants are self-motivated, creative thinkers, and are committed to providing outstanding service and building long-term client relationships with Schwab

The Horsham branch values integrity, open communication, perseverance and relentless service to our Schwab clients. If you want to work with a business that is dynamic, client centric, and values your contributions, consider a career as a Franchise Branch Sr. Financial Consultant.

SKILLS and QUALIFICATIONS:

Required minimum skills and qualifications are:

• Active and valid FINRA Series 7

• Active and valid Series 66 (or 63/65) license (may be obtained within 90 days of starting in the FC role)

• Active and valid insurance license (may be obtained within one year of staring the FC role)

• Three years successful proactive sales experience encompassing client solutions in the financial services industry

• Strong industry and market knowledge

• Excellent consultative, interpersonal, and communication skills

• Proven success in developing and managing client relationships

• Knowledgeable with client management software and broad computer skills

In addition, ideal candidates will also have the following preferred qualifications:

• Bachelor’s degree or higher

• Certified Financial Planner or other financial services industry designation

 

\nCompany Description

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment 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 (Equal Employment Opportunity policy). Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions.

Company Description

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment 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 (Equal Employment Opportunity policy). Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.\r\n\r\nThe Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.\r\n\r\nThis site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions.