losangeles | Associate Financial Consultant - San Mateo, CA - San Mateo - 94409 in San Mateo, CA

Associate Financial Consultant - San Mateo, CA - San Mateo - 94409

  • Charles Schwab
  • $77,265.00 - 156,700.00 / Year *
  • 110 30th Ave
  • San Mateo, CA 94403
  • Full-Time
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Job Summary



Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.


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



What you ll do:


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



  • 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.


We are looking for people with a passion for helping clients .


We 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.


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 and the ability to execute the Schwab strategy. Essential skills include:



  • Minimum of two 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



Education, Licenses, and Designations



  • Bachelor s 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.



What you ll 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.



Associated topics: agent, call center, commission, customer, lead sales agent, life insurance agent, life insurance sales, sales, sales position, sales representative



* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.