FairfieldRecruiter Since 2001
the smart solution for Fairfield jobs

VP, Financial Consultant- Fairfield, CT

Company: Charles Schwab Corporation
Location: Fairfield
Posted on: February 25, 2021

Job Description:

VP, Financial Consultant- Fairfield, CT in Fairfield, Connecticut - Careers at BRCTFG - FAIRFIELD CT Skip to Main Content Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Welcome page Welcome page Returning Candidate? Log in VP, Financial Consultant- Fairfield, CT Job Locations US-CT-Fairfield Requisition ID 2021-67554 Posted Date 6 days ago (2/5/2021 8:30 PM) Category Financial Planning/Advice Position Type Full time Your Opportunity Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing, their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborating with a team of internal specialists to help clients fulfill those goals and dreams. Financial Consultants are procured with a practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, they grow their practice holistically through client asset consolidation, networking, and earning client referrals. Financial Consultants are empowered to choose their most productive working environment (within corporate guidelines). This includes space to work within the branch, remote flexibility and the potential for flexible work schedules to accommodate work/life balance needs. Managing wealth on behalf of our clients includes:

  • Retirement Planning
  • Education Planning
  • Investment Management
  • Banking and Lending Management
  • Insurance and Risk Management
  • Estate Planning If you want to positively impact the financial security of clients, provide an outstanding investor experience, use the power of partnerships and the extensive resources available at Schwab, all while continuing to further your own professional development in Wealth Management, please consider this opportunity. What you are good at You are 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 goal is that through providing outstanding advice and consultation, you are able to earn the trust and dedication of our clients. When meeting with clients you will:
    • Be Curious and Consultative: Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals.
    • Be a Trusted Advisor: Build strong relationships, engage and encourage trust, and deepen the client relationship by utilizing a focused client communication strategy, and exceeding client expectations.
    • Have a Defined Process: Demonstrate your ability to deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients' needs.
    • Use your Team and Ability to Influence: Leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
    • Be a Challenger: Partner with, and Educate Clients. Share and engage clients in discussion around market conditions, sound investing principles, and the ideal wealth and long term investment strategies for their personal situation. What you have
      • Desire to work in a collaborative, team-based environment
      • Robust consulting, influencing and client engagement skills
      • Proactivity and resourcefulness with the ability to balance service, risk/compliance policies and sales goals
      • Ability to establish trust and rapport with a positive demeanor, and active listening
      • An ownership mentality with desire for continual professional development
      • Ability to adapt and implement change as the market and business conditions evolve
      • Willingness to engage within the community
      • Coach-ability; receive and implement feedback
      • Aspirations for more than baseline expectations.
      • Current and active FINRA Series 7
      • Interest in acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required in the course of your tenure on the job. Investing in Yourself:
        • FC University - We provide a comprehensive onboarding and new hire program designed for new Financial Consultants (FCs). This program helps FCs understand Schwab's overarching approach to our clients and features content on relationship building, financial planning, and Schwab's spectrum of advised and lending solutions.
        • Professional Designations - CWS (Cannon Wealth Strategist), CFP (Certified Financial Planner) 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

          Highlights of Schwab's Benefits
          • Work/Life Balance: Remote working flexibility, Paid vacation time, Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
          • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
          • Everyday Wellness: Health and Lifestyle Wellness Rewards, Healthy Food Choices, Wellness Champions
          • Inclusion: Employee Resource Groups, Established Diversity & Inclusion practices, Community involvement, Company-wide Volunteer efforts, Charitable matching
          • We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive benefits and privileges of employment. Please contact us to request accommodation. Options Apply for this job Apply Share Refer a friend Refer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Loading... Why Schwab?

            At Schwab, "Own Your Tomorrow" embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We're a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

            Hear from employees: What's it like to work at Schwab!

            The benefits of working at Schwab : a package designed to empower your health, wealth, career and life.
            Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

            The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay for Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado.

            As an equal employment 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 policy.)

            Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.
            We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity. Application FAQs Software Powered by iCIMS
            www.icims.com

Keywords: Charles Schwab Corporation, Fairfield , VP, Financial Consultant- Fairfield, CT, Executive , Fairfield, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Pro Services Manager
Description: PURPOSEThis position is responsible for providing leadership of the Pro business within a designated sales territory by driving sales growth and profitability using appropriate marketing and sales methodologies (more...)
Company: Floor & Decor
Location: Rocklin
Posted on: 03/5/2021

Service Manager
Description: A bit about usTrek is an awesome place to work, with amazing benefits for all employees. We build only products we love, provide incredible hospitality to our customers, and change the world by getting (more...)
Company: Trek Bikes
Location: Danville
Posted on: 03/5/2021

92Y Unit Supply Specialist - Warehouse Manager
Description: As a Unit Supply Specialist for the Army National Guard, you will ensure that your Unit and fellow Soldiers are well supplied and equipped for any mission. In this role, your keen eye and management ability (more...)
Company: Army National Guard
Location: Petaluma
Posted on: 03/5/2021


Director - Programs for People with Developmental Disabilities
Description: Location: Santa Cruz, CATeam: Program Management - Program Management Team /Work Type: Full-TimeHope Services is Silicon Valley's leading provider of services to people with developmental disabilities (more...)
Company: Hope Services
Location: Santa Cruz
Posted on: 03/5/2021

Agency Sales Director, Retirement Plan Services
Description: Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security (more...)
Company: Lincoln Financial Group
Location: San Ramon
Posted on: 03/5/2021

Retail Management - San Jose and Surrounding Area
Description: Store Manager - directly influences the performance of everyone who interacts with guests and supports a solution selling environment. The Store Leader is responsible for fostering a selling culture that (more...)
Company: Gamestop, Inc.
Location: Pleasanton
Posted on: 03/5/2021

Retail Assistant Store Manager
Description: Job SummaryResponsible for the daily operations of a location and delivering a best in class experience for the store team and for customers. Provide leadership, guidance, coaching and motivation to the (more...)
Company: Comcast
Location: San Rafael
Posted on: 03/5/2021

Director of Communications
Description: Delay Notice: Due to the current health crisis, candidate selection or hiring steps may be delayed. UCSC Statement UC Santa Cruz is a public university like no other in California, combining the intimacy (more...)
Company: Public Affairs Council
Location: Santa Cruz
Posted on: 03/5/2021

Manager, Talent Acquisition
Description: br At Workday, we help the world's largest organizations adapt to what's next by bringing finance, HR, and planning into a single enterprise cloud. We work hard, and we're serious about what we do. (more...)
Company: Workday, Inc.
Location: Pleasanton
Posted on: 03/5/2021

Psychiatric Medical Director
Description: Psychiatric-Mental Health opening in Yuba City, California. This and other physician jobs brought to you by
Company: FCSpsy
Location: Yuba City
Posted on: 03/5/2021

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Fairfield RSS job feeds