Financial Consultant - International

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 collaborate with a team of internal specialists to help clients fulfill those goals and dreams.

International Financial Consultants are dedicated to working with clients all across the Globe to help them achieve their US-based investing goals. The International Financial Consultant works with a practice of existing Schwab clients to help develop and deepen a dedicated relationship with Schwab. Financial Consultants are also able to provide portfolio solutions through advice referrals to approved investment advice offers. Over time, they grow their practice holistically through client asset consolidation, networking, and earning client referrals.

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, please consider this opportunity.

Workplace Flexibility Program (https://jobs.schwabjobs.com/workplace-flexibility) :We're proud to support our employees in a working approach that allows you to bring your best self to work whether thats in the office or remote.

  • Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference*

  • When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.

  • Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.

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 clients progress toward achieving their goals.

  • Be a Challenger: Partner with, and Educate C lients . 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

  • Experience working with international resident clients including navigating jurisdictional nuances and finding creative solutions to global challenges

  • A strong 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.

  • A valid and active FINRA Series 7 license required

  • A valid and active FINRA Series 66 (63/65) license

Investing in Yourself:

  • Wealth Management University We provide a comprehensive onboarding and new hire program designed for new Financial Consultants (FCs). This program helps FCs understand Schwabs overarching approach to our clients and features content on relationship building, financial planning, and Schwabs 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.

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 hometoday and in the future. Explore further (https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf) .

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 (https://www.aboutschwab.com/EEO) 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 (tel: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.

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 hometoday and in the future. Explore further (https://content.schwab.com/web/retail/public/about-schwab/charlesschwabrecruitmentguide2020.pdf).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 (https://www.aboutschwab.com/EEO) 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.

Posted
06/21/2022
Salary Range
$53,000.00 - $63,000.00
per Year
Salary range estimated by
salary estimation provided by zippia
Location
Coral Gables, FL, US