Financial Consultant - Horsham, United States - Cramer Management, LLC

Description

Job Description

Job Description

Independent Branch Financial Consultant Horsham, PA

Schwab Independent Branches, led by a Schwab Independent Branch Leader franchisee and staffed by employees of the franchisee, help individuals and families with their financial needs, including retirement planning, investing, charitable giving, support in estate planning activities, and active investing.

To learn more about Schwab's client offerings visit:
Independent Branch Financial Consultants are

not

employees of Charles Schwab & Co., Inc.; they are employees of the Independent Branch Leader and are Registered Representatives and Associated Persons of Charles Schwab & Co., Inc.

The Schwab Independent Branch in Horsham is looking for an

Independent Branch Financial Consultant

with a passion for serving clients.
The Schwab Independent Branch in Horsham, PA is looking for an

Independent Branch

Client Service Specialist

with a passion for serving clients.

ROLE DESCRIPTION
Independent Branch Financial Consultants help grow the profile and business of the Schwab Independent Branch through client referrals, marketing events, and proactive engagement with clients and prospects
At the direction of the Independent Branch Leader, Independent Branch Financial Consultants help establish, deepen, and grow Schwab client by sourcing and networking, providing outstanding service, and ultimately appropriate investment guidance and advice based on client needs
Independent Branch Financial Consultants are self-motivated, creative thinkers, and are committed to providing outstanding service and building long-term client relationships with Schwab
Building strong, personal relationships with clients is a key component the Independent Branches' success. Client Service Specialists greet clients and prospects with warm enthusiasm when they call or visit the branch, ensuring they feel welcomed and appreciated
Deliver outstanding service and provide all clients with an exceptional experience
Support branch marketing activities to help drive client acquisition and deepen relationships with existing clients

KEY RESPONSIBILITIES
Greet clients in person and over the phone
Receive checks and security deposits and process new accounts
Schedule client consultations and help facilitate client requests
Maintain branch to Schwab brand standards
Assist the Independent Branch Leader and sales staff with meeting client needs
Coordinate marketing efforts for the branch, including but not limited to seminars and events
The Horsham branch 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.

SKILLS and QUALIFICATIONS:

Required minimum skills and qualifications are:
Active and valid FINRA Series 7
Active and valid Series 66 (or 63/65) license
Active and valid insurance license (may be obtained within one year of staring the FC role)
Three years successful proactive sales experience encompassing client solutions in the financial services industry
Strong industry and market knowledge
Excellent consultative, interpersonal, and communication skills
Proven success in developing and managing client relationships
Knowledgeable with client management software and broad computer skills
In addition, ideal candidates will also have the following preferred qualifications:

Bachelor's degree or higher
Certified Financial Planner or other financial services industry designation


POSITION LOCATION:
303 Horsham Road Suite D Horsham PA 19044
HOURS & COMPENSATION
Full-time position

Typical hours are 8:30-5 Monday-Friday

Benefits package to accrue for Paid Time Off (PTO), Health and Retirement plans
Compensation to include but not limited to; salary, bonus, expense allowance, retirement and health benefits.

HOW TO APPLY
Reply via the Zip Recruiter link or email Matt Cramer at

Company Description Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law (Equal Employment Opportunity policy).

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.

We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts.

Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions.

Company Description

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law (Equal Employment Opportunity policy).

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.

We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

\r\rThe Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts.

Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

\r\rThis site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions.
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