Associate Financial Consultant - Scottsdale

Organization Objective/Purpose:Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether its retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.Brief Description of Role:Building strong, personal relationships with our clients is a key component of Schwabs business strategy. The Associate Financial Consultant will pursue this mission through:- Proactive outbound sales 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,perseveranceand relentless service to our clients.If you want to workwith a firm that is dynamic, client centric and values your contributions by providing a successful environment for outstanding financial rewards,consider acareer as an Associate Financial Consultantat Charles Schwab.Technical/Functional Qualifications:We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:- Undergraduate degree highly preferred- Series 7 and 63 required, Series 66 is also required, may be obtained within 90 days of employment- Minimum of two years experience in the financial services industry required- Financial Sales experience highly preferred- Knowledge of brokerage/banking products and services- Strong client relationship building experienceThis is a summary only and duties and responsibilities may be changed from time to time, or over time.
Country: USA, State: Arizona, City: Scottsdale, Company: Charles Schwab.