VP, Virtual Financial Consultant (VFC)

Apply Now    
Job ID:
0627-34863
Job Category:
Financial Consultant
Relevant Work Experience:
Business Development and Sales-2-5 yrs, Financial Services-2-5 yrs, Banking-2-5 yrs
Current Licenses / Certifications:
FINRA Series 66, Life Insurance, FINRA Series 7
Position Located In:
CO - Lone Tree
Education:
BA/BS
Job Type:
Full Time
Description:

Lone Tree - CO, BRCOQ4, 9899 Schwab Way, 80124-5377
Michelle Lynn Huber
0627-34863

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Looking for a career with purpose? With over 325 offices including our a virtual branches, our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with all aspects of their financial needs, including  wealth management, retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs. Our Virtual Financial Consultants are driven, motivated people who believe that personal engagement, a sense of ownership, and a commitment to investing gives them control over their financial futures.

What you’ll do:

As a Virtual Financial Consultant, you’ll need an entrepreneurial spirit and a passion for building a growing practice focused on client needs. The Virtual Financial Consultant works collaboratively as a team to proactively grow an affluent wealth management practice and work with clients virtually using innovative  technology tools to determine appropriate service and solution strategies to deepen relationships..  The Virtual Financial Consultants will develop and execute on a business plan to generate new clients. They will proactively generate prospects through partnerships and relationship development. The Virtual Financial Consultants help the firm grow and are responsible for providing planning based wealth management for affluent clients.  Virtual Financial Consultants also focus on developing referrals as well as increasing net asset flow and offering advised solutions. 

Schwab Virtual Financial Consultants:                        

  •  Are launched with a practice of existing Schwab clients that they build upon with the full backing, support, and extensive resources of Schwab.
  • Are part of a team of experts who provide guidance to clients over the phone and/or video conference.
  • Are compensated, as a team, for the solutions and value they deliver.
  • Partner with specialists across the company who help them achieve their personal and professional goals, which are always set high and client-focused. 

Primary responsibilities include:

  • Work collaboratively in a team environment to support existing client’s, while prospecting to build new relationships
  • Utilize virtual communication tools to practice consultative planning based wealth management approach to best assess and find appropriate solutions to meet client’s needs. 
  • Leverage expertise and knowledge of the securities industry and markets to analyze and interpret client’s investment objectives and provide investment advice suited to meet their needs.
  • Increase brand awareness by prospecting, soliciting referrals and leveraging relationships with centers of influence.
  • Execute a consistent client relationship management process that delights clients, drives referrals, and retains clients at Schwab for life.
  • Engage with clients to inspire a level of trust that increases retention, client promoter scores and positive feedback
  • Leverage existing relationship resources (i.e. planning tools, etc.) to deepen and retain client relationships.
  • Build relationships with key business partners and connect with others across the firm to drive results and provide the best client experience.
  • Identify innovative ways to engage with clients by leveraging technology tools.

What you have:

Required minimum skills and qualifications are:

  • Must have a skill for developing relationships and self-sourcing new to firm clients while maintaining existing relationships
  • Results driven, highly motivated self-starter who demonstrates a proven track record for client acquisition and closing the business
  • Must have strong desire for performance-driven compensation and growing earnings potential
  • Must have a strong connection to community, identifying and capitalizing on existing networks and relationships
  • Must have prior experience demonstrating self-motivation and entrepreneurial mindset
  • Strong verbal communication skills including the ability to make presentations to various audiences
  • Demonstrated ability to identify crucial events in clients’ lives with the proficiency to leverage this skill to consolidate and retain assets

Education, Licenses, and Designations

  • Bachelor’s degree required
  • Valid and active Series 7 license is required
  • Valid and active Series 66 (63/65) license is required (may be obtained within a 90 day condition of employment)
  • Valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
  • 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.

 What you’ll get:

  • World class training that goes deeper than numbers and products
  • An initial practice with existing Schwab clients with the ability to increase and grow your client base.
  • A modern infrastructure and an extensive network of products and specialists
  • A collaborative, supportive work environment
  • Extensive support in the form of coaching, continuing education, and marketing support
  • Everyday Wellness: Healthy Rewards, Healthy Choices, Wellness Champions
  • Financial fitness: 401(k) match, employee discounts, personalized advice, brokerage discounts
  • Work/life balance: Sabbatical, New Mothers Returning to Work Program, tuition reimbursement programs, time off to volunteer
  • Inclusion: Employee resource groups, commitment to diversity, strategic partnerships
  • Not just a job, but a career worth owning, with an opportunity to do the best work of your life 

Learn more about Life@Schwab

EDUCATION, LICENSES, AND DESIGNATIONS:

  • Bachelor’s degree required
  • A valid and active Series 7 license is required
  • A valid and active Series 66 (63/65) license is required (may be obtained within a 90-day condition of employment)
  • A valid and active Life and Health Insurance license is required (may be obtained within a 120-day condition of employment)
  • 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 

COMPENSATION:

Schwab Virtual Financial Consultants receive a total compensation package, which includes a competitive base salary, incentives, and a bonus structure based on the success of the team performance and production.  

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 66, Life Insurance, FINRA Series 7
Relevant Work Experience: Business Development and Sales-2-5 yrs, Financial Services-2-5 yrs, Banking-2-5 yrs
Position Located In: CO - Lone Tree
Education: BA/BS
Job Type: Full Time

Category:Financial Consultant
Activation Date: Tuesday, June 27, 2017
Expiration Date: Friday, September 1, 2017
Apply Here
Apply Now    

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), 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.