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Horsham

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

    Cramer Management, LLC
    Cramer Management, LLC Horsham, United States

    3 weeks ago

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    Description
    Job DescriptionJob 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 DescriptionSchwab 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.

    #J-18808-Ljbffr
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