VP - Senior Wealth Consultant- Private Wealth Services - (Newport Beach, CA)
Company: Charles Schwab
Location: Corona Del Mar
Posted on: October 11, 2024
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Job Description:
Position Type: RegularYour opportunity As a Schwab Wealth
Consultant at Charles Schwab you are responsible for providing
high-touch service, on-going comprehensive guidance and advice to
clients in the context of a dedicated relationship. The Wealth
Advisor works across a wide spectrum of investment needs to help
clients manage large and complex portfolios. Supporting our
clients' wealth management needs on behalf of our clients includes
but is not limited to: financial planning, estate planning,
investment management, retirement planning, education planning,
active trading, banking, insurance, and lending needs. Manage a
practice of primarily Ultra-HNW clients; provide world-class
service to clients with complex wealth management needs Retain
existing clients, attract new clients, and generate growth as
measured by AUM, Wealth Management solutions, and client promoter
scores Partner with wealth specialists to offer solutions including
banking, lending and trust Take an in-depth consultative approach
to analyze, assess and find appropriate solutions to meet client
needs based on the breadth of Schwab's Wealth Management offer
Develop a customized financial strategy for prospects and existing
clients Demonstrate a thorough understanding around how to assess
suitability and recommend appropriate retirement income advice and
distribution process for clients living in retirement Demonstrate
proficiency in deepening relationships with clients, from
engagement and discovery to gaining commitment and ongoing service.
What you are good at: Exhibits wealth management and investment
products expertise including equities, fixed income, mutual fund
and retirement plans; equity compensation plans, stock options and
annuities Results driven, highly motivated self-starter who
possesses integrity, a strong work ethic, and a passion for helping
clients plan for their financial goals and objectives Demonstrates
a bias for action and a commitment to achieving sustainable results
Able to listen to client's needs and make decisions/take actions
that help clients achieve their long-term goals Knows how to follow
the proper risk, supervision and controls guidelines to deliver the
best outcomes for clients. Exhibits strong culture of compliance,
adherence to policy and Schwab's high standards Demonstrates good
judgment in selecting methods and approaches for finding
appropriate solutions for clients Able to adjust style of
communication to best connect with others Demonstrates and
encourages collaboration and teamwork cross functionally and within
his/her team Demonstrates personal resilience and a commitment to
continually learn Able to remain positive and focused during times
of pressure, adversity, or change Actively engages and helps others
succeed Understands life event triggers for clients and leverages
this ability to consolidate and retain assets; proven ability to
probe clients for life event triggers and provide financial advice
accordingly Remains flexible in changing environmental, economic,
and client need scenarios; proven experience demonstrating the
ability to lead change within self and others positively What you
have Bachelor's degree highly preferred Wealth Management
designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP
strongly preferred Professional designations/certifications (e.g.,
CFP, CFA, MBA, CHFC, CPWA) preferred Active & valid FINRA Series 7
licenserequired Active & valid FINRA Series 66 (63/65) license
required Active & valid Life & Health insurance (or may be obtained
within 90 days of employment) 7+ years industry experience 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's in it for you At Schwab, we're
committed to empowering our employees' personal and professional
success. Our purpose-driven, supportive culture, and focus on your
development means you'll get the tools you need to make a positive
difference in the finance industry. We offer a competitive benefits
package that takes care of the whole you - both today and in the
future: 401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after
every 5 years of service for eligible positions Paid parental leave
and family building benefits Tuition reimbursement Health, dental,
and vision insurance --s-p-m1-- By applying, you consent to your
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Keywords: Charles Schwab, Ventura , VP - Senior Wealth Consultant- Private Wealth Services - (Newport Beach, CA), Executive , Corona Del Mar, California
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