Schwab Financial Consultant - Berkeley, CA

At Charles Schwab we are committed to helping the individual investor take control of their financial lives. Our mission is to provide the most useful and ethical financial services in the world.
 
In 2005, our Financial Consultants will pursue this mission through:



Reconnecting with clients and bringing a client-centric point of view to everything we do


Delivering unparalleled value and outstanding service


Presenting clients with a growing array of financial services and products
As a Financial Consultant at Charles Schwab, you will build and manage a relationship practice made up of both current and new Schwab clients.  You will be responsible for:



Client retention


Asset growth


Providing client focused solutions
Typical daily activities include:



Implementing a variety of new business development/client acquisition activities


Reviewing prospect/client portfolios relative to their stated investment objectives


Preparing and presenting appropriate solutions to prospects/clients


Performing a series of relationship management actions to maintain close contact with clients


Leveraging subject matter experts, peers, managers and specialists across Schwab
Your financial success will be the direct result of your personal selling and relationship management skills.
 
Our Financial ConsultantIncentive Compensation program rewards both client retention and profitable revenue growth with no limit on upside compensation opportunity.
 
We value integrity, open communication, perseverance and relentless focus on the client. If you want to work with a firm that is client centric, values your contributions and provides an opportunity for outstanding financial rewards, consider a career as a Financial Consultant at Charles Schwab. 
 
Requirements: This role requires a special person.  Ideal candidates will have:



Undergraduate degree 


Series 7 and 63 


3 or more years of proactive, successful sales experience in the financial services industry 


Outstanding communication skills


Comprehensive industry and client solution knowledge 


Relationship and client retention experience and success


**Fluent English/Chinese preferred
This is a summary only and duties and responsibilities may be changed from time to time, or over time.

Education: BA/BS