VP, Financial Consultant - Lone Tree, CO (National Branch Pacific Northwest)
Company: Charles Schwab
Location: Elizabeth
Posted on: January 27, 2023
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Job Description:
Position Type: Regular
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.
Our National Branch is part of the broader branch network within
the Investor Services organization. We have a unique opportunity to
assist clients who don't live within close proximity to a physical
branch. We also cater to clients who prefer to conduct business on
the phone, as meetings are held either over the phone or by video
conference technology. Our primary responsibility is to help
individuals and families with their financial needs. Managing
wealth on behalf of our clients includes:
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:
Investing in Yourself:
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
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, Denver , VP, Financial Consultant - Lone Tree, CO (National Branch Pacific Northwest), Other , Elizabeth, Colorado
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