Charles Schwab

VP, Financial Consultant - Chicago, IL

Charles Schwab

Aug 5th, 2022
Financial services can be complicated. At Charles Schwab, we’re trying to fix that. We have a history of challenging the status quo and innovating in ways that help individuals create a better tomorrow.

What We Do: Charles Schwab exists to help people achieve better financial outcomes. We offer investors a contemporary, full-service approach to build and manage their investments, providing investment-related products, services, and sophisticated financial planning that combine the best of what people and technology have to offer.

Mission: Our purpose is to champion every client’s goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage.

Values: Our values are a way of doing business—not just a plaque on the wall. We place the highest value on:
-Constantly improving the client experience through innovation that benefits clients.
-Respecting fellow employees and reinforcing the power of teamwork.
-Being good stewards of our brand and stockholder value.
-Earning our clients' trust by treating them in an ethical, empathetic, and proactive way.

Disclosure
Please note, Content posted in the forums or reviews section on this site remains the responsibility of the party posting the content and is not adopted or endorsed by Schwab or represent Schwab viewpoints.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law (https://www.aboutschwab.com/EEO). Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.
© 2020 Charles Schwab & Co., Inc., All rights reserved. Member SIPC - https://www.sipc.org/. (0120_9T2X)
Westlake, TX
https://jobs.schwabjobs.com/

Your Opportunity


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.

Financial Consultants are procured with a practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, they grow their practice holistically through client asset consolidation, networking, and earning client referrals. Financial Consultants are empowered to choose their most productive working environment (within corporate guidelines). This includes space to work within the branch, remote flexibility and the potential for flexible work schedules to accommodate work/life balance needs. Managing wealth on behalf of our clients includes:
  • Retirement Planning
  • Education Planning
  • Investment Management
  • Banking and Lending Management
  • Insurance and Risk Management
  • Estate Planning

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:

  • Be Curious and Consultative:
    Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals.
  • Be a Trusted Advisor:Build strong relationships,engage and encourage trust, and deepen the client relationship by utilizing a focused client communication strategy, and exceeding client expectations.
  • Have a Defined Process:Demonstrate your ability to deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients’ needs.
  • Use your Team and Ability to Influence:Leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
  • Be a Challenger:Partner with, andEducate Clients. Share and engage clients in discussion around market conditions, sound investing principles, and the ideal wealth and long term investment strategies for their personal situation.

What you have

  • Desire to work in a collaborative, team-based environment
  • Robust consulting, influencing and client engagement skills
  • Proactivity and resourcefulness with the ability to balance service, risk/compliance policies and sales goals
  • Ability to establish trust and rapport with a positive demeanor, and active listening
  • An ownership mentality with desire for continual professional development
  • Ability to adapt and implement change as the market and business conditions evolve
  • Willingness to engage within the community
  • Coach-ability; receive and implement feedback
  • Aspirations for more than baseline expectations.
  • A valid and active FINRA Series 7 license required
  • Interest in acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required in the course of your tenure on the job.

Investing in Yourself:

  • Wealth Management University
    – We provide a comprehensive onboarding and new hire program designed for new Financial Consultants (FCs). This program helps FCs understand Schwab’s overarching approach to our clients and features content on relationship building, financial planning, and Schwab’s spectrum of advised and lending solutions.
  • Professional Designations– CWS (Cannon Wealth Strategist), CFP (Certified Financial Planner)

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
  • Work/Life Balance: Remote working flexibility, Paid vacation time, Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Healthy Food Choices, Wellness Champions
  • Inclusion: Employee Resource Groups, Established Diversity & Inclusion practices, Community involvement, Company-wide Volunteer efforts, Charitable matching
  • We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive benefits and privileges of employment. Please contact us to request accommodation.

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

If you require alternative methods of application or screening, you must approach Charles Schwab directly to request this, as we're not responsible for the employer's application process.

RedHired TIP

For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.

By applying to a job using RedHired you are agreeing to comply with and be subject to the RedHired Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.

RedHired

All job types
Contract
Full-time
Part-time
Permanent
Temporary
Other

All locations
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
U.S. Virgin Islands
United States Minor Outlying Islands
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming