Associate Financial Consultant - San Ramon, Ca
Charles Schwab & Co. (Oakland/East Bay, California)

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Associate Financial Consultant

 

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 2008, our Associate Financial Consultants will pursue this mission through:

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

As an Associate Financial Consultant at Charles Schwab, you will provide non-practice clients and prospects high-touch sales-service/personalized assistance with their transactions and inquiries.

 

You will be responsible for:

Providing high touch client service Client retention Asset and account growth

Typical daily activities include:

 

Meeting with clients and prospects to identify and analyze their assets and needs, referring more complex financial situations when appropriate Providing comprehensive, high touch service and basic advice to clients and prospects who are not in an assigned FC Practice, referring advised offer solutions as appropriate Occasional proactive outbound calling to support certain branch initiatives Leveraging subject matter experts, peers, managers and specialists across Schwab

 

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 an Associate Financial Consultant at Charles Schwab.   

 

Requirements: Ideal candidates will have:

Undergraduate degree  Series 7 and 63 , 66 1-2 or more years of experience in the financial services industry  Sales experience in the financial services industry recommended Outstanding communication, active listening and client service skills Knowledge of brokerage and banking products and services Client relationship building experience and success Education: BA/BS