New Client Investment Consultant - Westlake, TX Job at Charles Schwab
Your Opportunity
Schwab’s Prospect Conversion Team is an integral part of the broader Investor Services organization and is primarily responsible for the retail acquisition of prospects as well as new retail clients who have been at Schwab less than 90 days. We strive to create a consistent and exceptional experience to ensure every client experiences the very best Schwab has to offer. We accomplish this by focusing on the client’s holistic needs, assisting with new account openings, proposing relevant solutions and navigating them through the steps necessary to ensure they are in a fully integrated relationship with Schwab.
The New Client Investment Consultant role is perfect for 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 total compensation package includes a base salary of $59,000; in addition to a guaranteed minimum production pay for the first couple months while you get started, then transitioning to incentive pay, and also including a discretionary bonus. Total targeted compensation for this role is $100,000; however, can exceed this based on production.
To learn more about our client offerings visit: Charles Schwab - Investor Services
What you are good at
A passion for engaging and creating impactful experiences for prospects and new to retail clients within a dynamic work environment. The New Client Investment Consultant on the Prospect Conversion Team will excel at:
Proactively engaging with prospects/new to retail clients through various channels including, but not limited to: Inbound/outbound calls, referrals from retail partners, and email.- Identifying business development opportunities through needs-based discovery and then effectively positions appropriate products and solutions.
- Being individually motivated, competitive, and demonstrates an entrepreneurial mindset to maximize your impact on clients and the firm.
- Balancing multiple priorities with a focus on engaging with as many prospects as possible while maintaining the highest quality standards.
- Determining and understanding client goals/objectives and positions suitable offerings based upon individual needs and referring to a branch Financial Consultant when appropriate.
- Influencing – shaping the client’s opinions and actions in a manner that gains their trust and confidence.
- Consistently delivering unparalleled value and superior service.
To learn more about the culture at Schwab, click here to meet our people
What you have
We place a premium on high performance, quality service, efficiency and the ability to execute Schwab’s strategy. Essential skills include:
Bachelor’s degree or equivalent work related experience preferred- Minimum of 2 years in financial services (highly preferred)
- Business development experience (highly preferred)
- Active and valid FINRA Series 7 license required
- Active and valid FINRA Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
- Excellent written and oral communication skills
- Knowledge of Schwab’s products and services (highly preferred)
- Attention to detail, ability to prioritize effectively and work with minimal supervision
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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 applicantaccessibility@schwab.com 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.
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