International Financial Consultant - UK
Company: Charles Schwab
Location: Key Biscayne
Posted on: March 16, 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. International
Financial Consultants are dedicated to working with clients across
the world 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.
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 applying 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 client---s progress toward achieving
their goals. Be a Challenger: Partner with and Educate C lients .
Share and engage clients in discussion about market conditions,
sound investing principles, and the ideal wealth and long-term
investment strategies for their personal situation. What you have
Significant experience working with UK clients that includes
introducing financial products and navigating sophisticated tax
scenarios Demonstrated understanding of world financial markets and
global economics Ability to navigate jurisdictional nuances in a
creative and client-based way while also balancing regulatory
restraints 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 A valid and active FINRA
Series 7 license required (or Contingent on Employment) A valid and
active FINRA Series 66 (63/65) license (or Contingent on
Employment) 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 Schwab---s overarching approach to our clients and
features content on relationship building, financial planning, and
Schwab---s 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 Compensation Financial
Consultants in the International Branch receives a total
compensation package, which includes a competitive base salary and
incentive pay based on production talk with your recruiter to learn
more. Highlights of Schwab---s Benefits Work/Life Balance: Remote
working flexibility, Paid vacation time, Sabbatical, Paid Parental
Leave, New Mothers returning to work Program, Tuition Reimbursement
Programs, Time off to volunteer, Employee Matching Gifts Program
Financial Health: 401k Match, Employee Stock Purchase Plan,
Employee Discounts, Personalized advice, Brokerage discounts
Everyday Wellness: Health and Lifestyle Wellness Rewards, Healthy
Food Choices, Wellness Champions Inclusion: Employee Resource
Groups, Established Diversity & Inclusion practices, Community
involvement, Company-wide Volunteer efforts, Charitable matching We
will ensure that individuals with disabilities are provided
reasonable accommodation to participate in the job application or
interview process, to perform crucial job functions, and to receive
benefits and privileges of employment. Please contact us to request
accommodation. 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. 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, Key Biscayne , International Financial Consultant - UK, Accounting, Auditing , Key Biscayne, Florida
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