Job Description

Independent Branch Financial Consultant (FC) – Registered

The Charles Schwab Eden Prairie Independent Branch is led by Benjamin Wels (the Franchisee) and staffed by employees of the franchise. The branch helps individuals and families with their financial needs including, wealth management, retirement planning, investing, asset protection planning, charitable giving, estate planning, and active trading solutions. To learn more about Schwab’s client offerings visit: 

The Schwab Independent Branch in Eden Prairie, MN is looking for a Registered Independent Financial Consultant with a passion for serving clients. Independent Branch Client Service Specialists are not employees of Charles Schwab & Co., Inc.; they are employees of the Independent Branch Leader (Schwab franchisee) and are Associated Persons of Charles Schwab & Co., Inc. 

ROLE DESCRIPTION

• FCs help grow the profile and business of the Schwab Independent Branch by supporting Benjamin Wels and other Financial Consultants (FCs) through a variety of activities
• Help deepen relationships with existing Schwab client by providing outstanding service, as well as appropriate investment guidance and advice based on client needs
• Building strong, personal relationships with clients
• Deliver outstanding service and provide all clients with an exceptional experience
• Facilitate Strong Financial Planning Conversations

The Schwab Independent Branch in Eden Prairie, MN values integrity, open communication, perseverance and relentless service to our Schwab clients. If you want to work with a business that is dynamic, client centric, and values your contributions, consider a career as an Independent Branch Financial Consultant.

KEY RESPONSIBILITIES

• Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
• Strong candidates will also learn to leverage a team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help client’s progress toward achieving their goals
• Openness to manage wealth on behalf of clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
• Ability to adapt and implement change as the market and business conditions evolve
• Passion for community engagement to 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
• Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management

SKILLS & QUALIFICATIONS

We place a premium on high performance, quality service and the ability to execute the Schwab Independent Branch strategy. Essential skills include:

• Minimum of 2 to 3 years in the financial services industry in a registered position where you were responsible managing a client base
• Experience and success managing a pipeline
• Proficient Discovery Skills
• Retirement Income Planning Expertise
• High level of curiosity to understand client’s goals, aspirations, and fears
• Willingness to be coached and receive feedback
• Financial services business development experience preferred
• Series 7 and 63 (or 66) licenses required
• Strong written and oral communication skills
• Client first mentality
• Demonstrated experience handling client concerns and issues with tact and diplomacy
• Ability to manage multiple client situations, needs, and inquiries simultaneously
• Ability to work independently and as part of a team
• Strong attention to detail
• Able to develop and maintain good cross-enterprise working relationships
• Must be proficient with Microsoft Office suite, MoneyGuidePro/Financial Planning Software, and Salesforce/CRM
• Pass required background check

This is a summary only-duties and responsibilities may be revised over time. 

POSITION LOCATION:

7914 Mitchell Road, Eden Prairie, MN 55344

HOURS & COMPENSATION

• This is a full-time position, Monday through Friday, 8:30 am – 5:00 pm each day
• Competitive Salary & Bonus package that will be commensurate with experience
• Health, Dental & Vision Insurance Offered
• Company Holidays Plus PTO Offered
• 401(k) Retirement Plan

HOW TO APPLY

Candidates can apply by emailing a cover letter and resume to [email protected]

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