VP, Financial Consultant - Tampa, FL (National Southeast I)
Company: Charles Schwab
Posted on: May 25, 2023
Position Type: Regular
Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing, their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborate with a team of internal specialists to help clients fulfill those goals and dreams.
Our National Branch is part of the broader branch network within the Investor Services organization. We have a unique opportunity to assist clients who don't live within close proximity to a physical branch. We also cater to clients who prefer to conduct business on the phone, as meetings are held either over the phone or by video conference technology. Our primary responsibility is to help individuals and families with their financial needs. Managing wealth on behalf of our clients includes:
If you want to positively impact the financial security of clients, provide an outstanding investor experience, use the power of partnerships and the extensive resources available at Schwab, all while continuing to further your own professional development in Wealth Management, please consider this opportunity.
What you are good at
You are a results-oriented, highly motivated self-starter with a strong work ethic that will be an ambassador in helping clients plan for their future, driving referrals and retaining clients at Schwab for a lifetime. Our goal is that through providing outstanding advice and consultation, you are able to earn the trust and dedication of our clients.
When meeting with clients you will:
Investing in Yourself:
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.
Highlights of Schwab's Benefits
Position Type: Regular
Keywords: Charles Schwab, Brandon , VP, Financial Consultant - Tampa, FL (National Southeast I), Executive , Thonotosassa, Florida
here to apply!