Charles Schwab's purpose is to help everyone become financially fit.
Through advocacy and innovation, Schwab has worked to make investing
more affordable, more accessible and more understandable for all.
For more than three decades, The Charles Schwab Corporation has been
an advocate for individual investors and the independent advisors who
serve them.

At Schwab, we respect the unique differences of our employees, our
clients and the communities we serve � striving to create a
consistent and rewarding employee experience. If you share our
enthusiasm for helping others, building trusted relationships,
possess high ethical standards, and have a desire to learn and grow,
there's a place for you at Schwab!

Organization Objective/Purpose:

Schwab Financial Consultant

As a Financial Consultant at Charles Schwab, you will work with
existing clients to deepen relationships. Additionally, you will be
responsible for business development through client referrals,
marketing events and proactive calls to prospects. At Schwab, you
will have the tools, resources and support to succeed in a sales
environment.

Specifically:
Systems and tracking to maximize client retention
Sales support and marketing
Software designed for customized client focused solutions

Brief Description of Role:

We are looking for people with a passion for helping clients�.

You will provide on-going advice to Practice clients, this advice
will be delivered primarily during face to face meetings. You will
work across a wide spectrum of investments as you help clients manage
larger and more complex portfolios. This unique and rewarding
opportunity will provide both you and your clients the ability to not
only share the common desire to build portfolios, but long-term
relationships.

Charles Schwab offers progressive benefits as well as a competitive
compensation program which reflects our deeply held belief that the
client relationship cannot be compromised by commission payments that
may incent product sales. Please follow the link to view our
representatives' compensation.

We value integrity, open communication, perseverance and relentless
service to our clients. If you want to work with a firm that is
dynamic, client centric and values your contributions by providing a
successful environment for outstanding financial rewards, consider a
career as a Financial Consultant at Charles Schwab.

Technical/Functional Qualifications:

We place a premium on high performance, quality service and the
ability to execute the Schwab strategy.

Essential skills include:

Undergraduate degree or higher

Active FINRA Series 7 and 63 required (66 Preferred)

Three or more years of successful proactive sales experience
encompassing client solutions in the financial services industry

Savvy industry knowledge/Comprehensive client solution experience

Superior relationship and client retention experience and success

Polished interpersonal and communication skills

This is a summary only and duties and responsibilities may be changed
from time to time, or over time.