Associate Financial Consultant - North Scottsdale, AZ

Apply Now    
Job ID:
1227-37728
Job Category:
Financial Consultant
Relevant Work Experience:
Accounting and Finance-2-5 yrs, Financial Services-2-5 yrs
Current Licenses / Certifications:
FINRA Series 66, Life Insurance, FINRA Series 7
Position Located In:
TX - Sugarland
Education:
BA/BS
Job Type:
Full Time
Description:

Scottsdale - AZ, BRAZKL, 20301 North Hayden Road, 85255-5454
Alisa Anne Flickinger
1227-37728

Our Opportunity:

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 their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.

To learn more about our client offerings visit: Charles Schwab - Investor Services

What you’ll do:

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.

We are looking for people with a passion for helping clients….

We value integrity, open communication, perseverance and relentless service to our clients. If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as an Associate Financial Consultant at Charles Schwab.

To learn more about the culture at Schwab, click here to meet our people.

What you have:

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

  • 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

Education, Licenses, and Designations

  • 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)
  • 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.

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local 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: Accounting and Finance-2-5 yrs, Financial Services-2-5 yrs
Position Located In: TX - Sugarland
Education: BA/BS
Job Type: Full Time

Category:Financial Consultant
Activation Date: Thursday, December 28, 2017
Expiration Date: Thursday, February 1, 2018
Apply Here
Apply Now    
Link for schema

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.