Description:
The purpose of Schwab Acquisition Delivery is to bring new clients to the firm and to deepen the relationship with existing clients. This team’s focus is to ensure that every client experiences the very best Schwab has to offer. The Acquisition Team focuses on retail prospects and client lead opportunities through outbound and inbound interactions with the goal of establishing a new client relationship.
To learn more about our client offerings visit: Charles Schwab - Investor Services
The Investment Consultant proactively works with prospects, new to firm, and current clients to address their financial needs and to help them achieve financial fitness. The consultant engages clients in needs-based dialogue to gain a detailed understanding of their needs and to position the appropriate Schwab solutions and relationships. The consultant connects with clients through multiple channels including inbound and outbound calls, emails, faxes, and hard copy correspondence.
A successful consultant will possess a strong ability to balance multiple priorities focusing on assisting clients and prospects with assessing needs, proposing solutions, consolidating assets, opening new accounts, and navigating them to the next steps to ensure they are in a fully coordinated relationship with Schwab.
An Investment Consultant will also provide point of contact advice while partnering with local Branch FCs for more sophisticated or comprehensive advice solutions.
Additional roles and responsibilities include but are not limited to:
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Organization | Charles Schwab |
Industry | Consultant Jobs |
Occupational Category | Investment Consultant |
Job Location | Texas,USA |
Shift Type | Morning |
Job Type | Full Time |
Gender | No Preference |
Career Level | Intermediate |
Experience | 2 Years |
Posted at | 2022-03-18 4:20 pm |
Expires on | Expired |