VP, Financial Consultant - Boca Raton, FL
Company: Charles Schwab
Location: Delray Beach
Posted on: January 19, 2023
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Job Description:
Position Type: RegularYour OpportunityDo you enjoy building and
maintaining authentic, long lasting client relationships? Are you
driven and do you thrive in an environment where you are fairly
compensated for your achievements? We are looking for a seasoned
financial professional who is passionate about working in a
collaborative and client centric branch environment. You will
receive a book of existing high net worth TD Ameritrade clients to
share our suite of non-proprietary products and services. You will
have the opportunity to expand and deepen these relationships
through face-to-face meetings. Each diverse client has a distinct
set of needs. Therefore, we offer more than just self-directed
investment services! Our employees continuously advise and educate
our clients on a wide range of services including, Goal Planning,
recommendations of TD Ameritrade Investment Management Services,
and complete wealth management portfolios. -What you are good atA
Day in the Life of a Senior Financial Consultant - -Start your day
with an energizing and encouraging huddle with your team, capturing
goals, best practices and areas of focus for the day. Organically
grow your practice bring to bear full spectrum of guidance
solutions, goal-based planning tools, and discussing key wealth
management issues for your assigned book of clients (above $1
million in assets or $250k in a managed solution). Deepen
relationships with those clients $250k and above to strengthen this
relationship with TD Ameritrade. Collaborate with multiple business
partners to build an outstanding client experience and meet the
client's broad range of investment needs. Assess clients' financial
circumstances and investment objectives. Advise clients on
advantages and disadvantages of various investment products. Manage
diverse client portfolios and stay current with financial industry
and market trends. Place high priority on client satisfaction and
cultivate long term client relationships. Provide an outstanding
client experience to achieve client advocacy and retention. Adhere
to all compliance/risk procedures, follow corporate and industry
protocols, and protect the interest of the client and all entities.
-What you haveAbility to communicate investment strategies in a
clear and concise manner to retail clients and business partners
that enables clients to make informed investment decisions
-Experience positioning and presenting investment strategies to
retail clients and business partners through face-to-face and phone
meetings -Proven track record to develop strong relationships with
clients, prospects and business partners -Proactive teammate able
to work in a fast-paced environment Education Level required: 4
Year College Degree or Equivalent Experience -Years of experience:
3-5 years of financial services industry experience with
investment-based sales and relationship management expertise -Deep
dedication to client satisfaction -Strong analytical,
organizational, presentation, and digital literacy -FINRA Series 7
and Series 66 (or 63/65) REQUIRED -CRPC and CFP PREFERRED -Military
education or experience may be considered in lieu of civilian
requirement -Candidates who qualify for this role might have title
and job responsibilities similar to: Financial Advisor, Wealth
Management Advisor, Wealth Management, Financial Planner, Financial
Planning, Investment Advisor - -Help us achieve our mission to
empower investors by leveling the playing field. Stand on the side
of the client, break down barriers, and encourage and educate your
clients by delivering simple, personal, and straight-forward
solutions. - -In addition to the salary range, this role is also
eligible for bonus or incentive opportunities.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
.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 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, Delray Beach , VP, Financial Consultant - Boca Raton, FL, Accounting, Auditing , Delray Beach, Florida
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