Schwab Acquisition Delivery Career Night - Westlake, TX

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Job ID:
0315-39435
Job Category:
Sales/Business Development
Relevant Work Experience:
Business Development and Sales-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs
Current Licenses / Certifications:
FINRA Series 66, FINRA Series 7
Position Located In:
TX - Westlake
Education:
BA/BS
Job Type:
Full Time

Description:

Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616
Michelle Lynn Huber
0315-39435

Schwab Acquisition Delivery Career Night– Westlake, TX

Are you interested in learning more about Charles Schwab’s culture and what it’s like to work with our Acquisition Delivery Teams? Are you interested in learning more about the specific positions?

We invite you to submit your interest for our Career Networking Event at our Westlake, TX location on Thursday, May 24 at 6:00 PM Central time.

At this event, you will: 

  • Learn firsthand from our local employees about the opportunities and rewards of being a Schwabbie.
  • Learn more about our acquisition delivery teams and how we work with our diverse client base.
  • Learn more about Charles Schwab’s inclusive culture.
  • Have your questions answered about training, career development and the recruitment process.
  • Enjoy meaningful networking time with the Schwab team.
  • Potential to interview on site

By applying to this specific posting, you are expressing your interest in attending our event. All resumes will be reviewed and evaluated based on the required qualifications of each service role. Personal invitations will be extended to those meeting the requirements. Invitations will include all event details.

The last day to express interest will be 5/21/18

 

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.  

Acquisition Delivery is an accumulation of sales-oriented groups that tie into our broader Branch Network.  All of our teams work out of service centers across the country.

More information about our acquisition delivery opportunities: 


 VP, Financial Consultant - National Branch
 

As a Schwab Financial Consultant, you’ll need an entrepreneurial spirit and a passion for building a growing practice focused on client needs. If you are looking to build relationships with your clients by listening to their goals and providing objective advice and solutions that are clear, relevant, and actionable, you may be ready for a career worth owning.  

Schwab 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 compensated for the solutions and value they deliver to clients.
  • Partner with specialists across the company who help them achieve their personal and professional goals, which are always set high and client-focused.  

What you’ll do: 

The Financial Consultant position is part of our Branch Network, which is responsible for providing wealth management and financial planning advice to individuals and families. Managing wealth on behalf of our clients may include: retirement planning, education planning, investment management, and estate planning, as well as partnering with specialists to offer banking, insurance, and lending solutions. In this capacity, the Financial Consultant is responsible for providing an exceptional investor experience for clients with more than $250,000 in assets. Financial Consultants also focus on developing referrals as well as increasing net asset flow and offering advised solutions. 

VP, Virtual Financial Consultant - (VFC)  

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.  
 

Financial Consultant – Participant Investor Concierge (PIC)  

As a Participant Investor Concierge Financial Consultant you will be responsible for the business development through a combination of inbound and outbound calls. Our Financial Consultant Incentive Compensation program rewards client relationship development with an emphasis on plan servicing, revenue acquisition and consolidation. 

What you’ll do: 

Building strong, personal relationships with our clients is a key component of Schwab’s business strategy. The Participant Investor Concierge Financial Consultant will pursue this mission through: 

  • Interacting with Schwab Corporate Retirement Services (SCRS) participants to offer plan services to encourage retention and consolidation of outside assets to Schwab Investor Services.
  • Business development through a combination of inbound and outbound calls
  • Utilizing a consultative sales approach to identify customer needs and provide client focused solutions to participants.
  • Achieving Sales and Revenue Targets

 Investment Consultant - (IDT)  

The purpose of Schwab Acquisition Delivery is to bring new clients to the firm and to deepen the relationship with existing clients. This team’s focus is to ensure that every client experiences the very best Schwab has to offer.  The Acquisition Team focuses on retail prospects and client lead opportunities through outbound and inbound interactions with the goal of establishing a new client relationship. 

What you’ll do: 

The Investment Consultant proactively works with potential clients to address their financial needs and to help them achieve financial fitness.  The consultant engages prospects in needs-based dialogue to gain a thorough understanding of their needs and to position the appropriate Schwab products and services. The consultant reaches out to prospects primarily through outbound calling but also communicates with clients via inbound calls, emails, faxes and hard copy correspondence.  

A successful consultant will possess a strong ability to balance multiple priorities focusing on assisting clients and prospects with assessing needs, proposing solutions, consolidating assets, opening new accounts, and navigating them to the next steps to ensure they are in a fully integrated relationship with Schwab.   An Investment Consultant will also provide point of contact advice while partnering with local Branch Financial Consultants for more complex or comprehensive advice solutions.


New Client Concierge - (NCC)
 

The purpose of Schwab Acquisition Delivery is to bring new clients to the firm and to deepen the relationship with existing clients. This team’s focus is to ensure that every client experiences the very best Schwab has to offer.  The Acquisition Team focuses on retail prospects and client lead opportunities through outbound and inbound interactions with the goal of establishing a new client relationship. 

What you’ll do: 

The New Client Concierge (NCC) Investment Consultant proactively works with new and prospective, clients to ensure a seamless welcome process and create a true sense of partnership, ownership and appreciation as the client begins their relationship with Schwab. The consultant engages new clients, over the course of multiple conversations, in needs-based dialogue to gain a thorough understanding of client needs to ultimately cultivate the relationship to increase client engagement and consolidate client assets.  The consultant reaches out to new clients primarily through outbound calling, but also communicates with new clients via inbound calls, emails, faxes and hard copy correspondence. Consultants will follow up on new client lead opportunities. 

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

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

What you’ll get: 

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
  • Financial Fitness: 401k 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, with an opportunity to do the best work of your life 

Learn more about Life@Schwab.

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.


Job Specifications

Relocation Offered?:No
Work Schedule:Days
Languages:English - spoken
Current Licenses / Certifications:FINRA Series 66, FINRA Series 7
Relevant Work Experience:Business Development and Sales-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs
Position Located In:TX - Westlake
Education:BA/BS
Job Type:Full Time


Category:Sales/Business Development

Activation Date: Friday, March 16, 2018

Expiration Date: Tuesday, May 22, 2018

Apply Here

Apply Now    
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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.