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 Schwab Financial Consultant - Dallas, TX

Details
Country: USA
Location: Dallas TX
Total applied: 40
Location:US-TX-Dallas

Base Pay:N/A
Employee Type:Full-Time Employee

Industry:Banking - Financial Services

Manages Others:no
Schwab Financial Consultant - Dallas, TX

At Charles Schwab we are committed to helping the individual investor
take control of their financial lives. Our mission is to provide the
most useful and ethical financial services in the world. In 2005,
our Financial Consultants will pursue this mission through:

Reconnecting with clients and bringing a client-centric point
of view to everything we do
Delivering unparalleled value and outstanding service
Presenting clients with a growing array of financial services
and products

As a Financial Consultant at Charles Schwab, you will build and
manage a relationship practice made up of both current and new Schwab
clients. You will be responsible for:

Client retention
Asset growth
Providing client focused solutions

Typical daily activities include:

Implementing a variety of new business development/client
acquisition activities
Reviewing prospect/client portfolios relative to their stated
investment objectives
Preparing and presenting appropriate solutions to
prospects/clients
Performing a series of relationship management actions to
maintain close contact with clients
Leveraging subject matter experts, peers, managers and
specialists across Schwab

Your financial success will be the direct result of your personal
selling and relationship management skills. Our Financial Consultant
Incentive Compensation program rewards both client retention and
profitable revenue growth with no limit on upside compensation
opportunity. We value integrity, open communication, perseverance
and relentless focus on the client. If you want to work with a firm
that is client centric, values your contributions and provides an
opportunity for outstanding financial rewards, consider a career as a
Financial Consultant at Charles Schwab. Requirements: This role
requires a special person. Ideal candidates will have:

Undergraduate degree
Series 7 and 63
3 or more years of proactive, successful sales experience in
the financial services industry
Outstanding communication skills
Comprehensive industry and client solution knowledge
Relationship and client retention experience and success

This is a summary only and duties and responsibilities may be changed
from time to time, or over time.
REQUIREMENTS
Charles Schwab

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