Associate Finanicial Consultant - Arlington, VA - Military veterans preferredCharles Schwab & Co., Inc - Arlington, VA
\t\t Description: Arlington - VA, BRVAAR, 4350 Fairfax Drive, 22203Denise Kathy Cannon0906-36018We believe that, when done right, investing liberates people to create their own destiny.\u00a0We are driven\u00a0by our purpose to champion every client\u2019s goals with passion and integrity.\u00a0We respect\u00a0and appreciate the diversity of our employees, our clients, and the communities we serve.\u00a0We challenge\u00a0conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of \u2018own your tomorrow\u2019 every day.\u00a0We champion\u00a0our employee strengths, guide their development, and invest in their long-term success.\u00a0We hire\u00a0optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.\u00a0As a company, we were established by\u00a0Chuck\u00a0over 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.\u00a0Our Opportunity:\u00a0Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to\u00a0individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.\u00a0To learn more about our client offerings visit:\u00a0Charles Schwab - Investor Services\u00a0\u00a0What you\u2019ll do:Building strong, personal relationships with our clients is a key component of Schwab\u2019s business strategy. The Associate Financial Consultant will pursue this mission through:\u00a0\u00a0
Proactive outbound 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.\u00a0\u00a0
We are looking for people with a passion for helping clients\u2026.\u00a0\u00a0We value integrity, open communication, perseverance and relentless service to our clients. If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as an Associate Financial Consultant at Charles Schwab.\u00a0\u00a0To learn more about the culture at Schwab, click here to\u00a0meet our people.\u00a0\u00a0What you have:\u00a0We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:\u00a0
Minimum of two years of experience in the financial services industry (required)
Financial\u00a0business development\u00a0experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience\u00a0\u00a0
Education, Licenses, and Designations\u00a0
Bachelor\u2019s degree required
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
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.\u00a0\u00a0
What you\u2019ll get:
Comprehensive Compensation and Benefits package.
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
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.\u00a0
Learn more about\u00a0Life@Schwab.\u00a0\u00a0Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.\u00a0\u00a0\u00a0 \t\t Job Specifications
English - spoken
Current Licenses / Certifications:
FINRA Series 66, Life Insurance, FINRA Series 7
Relevant Work Experience:
Business Development and Sales-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs, Banking-2-5 yrs
Position Located In:
VA - Arlington
\t\t\t\t\t\t Category:Financial Consultant \t\t Activation Date: Wednesday, September 6, 2017 \t\t Expiration Date: Thursday, December 7, 2017 \t\t Apply Here \t
See Job Description
6 days 22 hours ago
applyAssociate Finanicial Consultant - Arlington, VA - Military veterans preferred Charles Schwab & Co., Inc - Arlington, VA, United States
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. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Charles Schwab received the highest numerical score in the J.D. Power 2016 Full Service Investor Satisfaction Study, based on 6,006 responses from 20 firms measuring opinions of investors who used full-service investment institutions and we are surveyed in January 2016. To arrive at the top 50 Most Admired Companies overall (our “All-Stars”), Korn Ferry Hay Group asked 4,000 executives, directors, and securities analysts who had responded to the industry surveys to select the 10 companies they admired most. They chose from a list made up of the companies that ranked in the top 25% in last year’s surveys, plus those that finished in the top 20% of their industry. Anyone could vote for any company in any industry. The difference in the voting rolls is why some results can seem anomalous. For example, St. Jude Medical ranks No. 40 on the overall Most Admired list, returning after a two-year hiatus. But within the medical products and equipment subgroup, St. Jude Medical, based on its peers’ responses, missed the “Industry Standouts” cut by ranking in the bottom half of the group. (0416-EXLH) 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.
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