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Senior Financial Consultant, Participant Investor Concierge

Company: Charles Schwab
Location: Spencer
Posted on: November 26, 2022

Job Description:

Position Type: Regular
Your Opportunity

As a Participant Investor Concierge Senior Financial Consultant, you will be responsible for business development through a combination of inbound and outbound calls. Our Senior Financial Consultant Incentive Compensation P rogram rewards client relationship development with an emphasis on plan servicing, revenue acquisition , and consolidation.

To learn more about our client offerings visit: Charles Schwab - Investor Services .

What you are good at

Building strong, personal relationships with our clients is a key component of Schwab's business strategy. The Participant Investor Concierge Senior Financial Consultant will pursue this mission through:

  • Interacting with Schwab Corporate Retirement Services (SCRS) high net-worth participants to offer plan services and encourage retention and consolidation of outside assets to Schwab Investor Services
  • Business development through a combination of inbound and outbound calls
  • Utilizing a consultative sales approach to identify customer needs and provide client focused solutions to participants
  • Achieving Asset, Retention and Quality targets What you have

    The ideal candidate will have:
    • Bachelor's degree or equivalent work-related experience
    • Active and valid Series 7 required
    • Active and valid Series 66 (63/65) required
      • Strong interpersonal skills with demonstrated ability to influence and persuade
      • Preferred experience in qualified retirement plan and/or brokerage environment
      • Minimum of five years of experience in the financial services industry required
      • Financial business development experience highly preferred
      • Knowledge of brokerage/banking products and services
        • Strong client relationship building experience
        • You are a results-oriented, highly motivated self-starter with a strong work ethic
        • You are adaptable to an ever-changing sales and compliance environment 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 or call .

          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.

Keywords: Charles Schwab, Cleveland , Senior Financial Consultant, Participant Investor Concierge, Professions , Spencer, Ohio

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