Financial Planner, Centralized Planning Group
Company: Charles Schwab
Location: Dallas
Posted on: April 25, 2024
Job Description:
Position Type: RegularYour opportunityThe Financial Planning
Group is part of the broader Investor Services organization and is
primarily responsible for helping individuals and families with
their financial needs. Whether it's retirement planning, charitable
giving, estate planning, active investing or managing banking and
lending needs, Investor Services can help. -The Financial Planning
Group works with branch partners to provide comprehensive financial
planning services for clients and prospects seeking advice on how
to reach multiple goals. The financial plan includes a customized
analysis to address client or prospective client goals, such as:
retirement, college, risk management, asset allocation, and estate
planning needs. After setting realistic expectations with the
client or prospect, the Schwab Financial Planner prepares and
presents a financial plan which will identify a client's current
situation, opportunities and gaps, and advise on specific steps to
meet financial goals. -
Providing exceptional on-going client
support by handling day-to-day service requests via phone and
emailAssisting clients in navigating and understanding Schwab's
website, proprietary investing tools, portfolio performance data
and third-party researchScheduling -clients with their dedicated
Portfolio Consultant for ongoing consultation regarding risk
tolerance, asset allocation, advice strategy and how these factors
impact the portfolio and investing goalsCollaborating to achieve
efficient and effective practice management within a team-based
environmentThe Financial Planner is responsible for strengthening
the relationship between Schwab and clients who have the need for
advice on complex financial situations. - The financial planning
process includes cultivating referral relationships with internal
partners, supporting client relationships based on the needs of
clients and partners, and working directly with clients to assess
and advise on complex financial planning topics. - Candidates
should have a strong background in client and practice management,
presentation and communication skills, and expertise in the area of
financial planning. -Responsibilities include; working with
assigned internal Schwab departments (primarily the Branch and
Schwab Wealth Advisory Investment Advisors) to cultivate a referral
relationship. Interact directly with clients in delivering detailed
and customized financial plans. Participate in ongoing personal
development and training to continually grow as a professional and
advisor. Participate in joint sales calls regarding Schwab's
financial planning capabilities.What you have
CFP - designation required
Active and valid FINRA Series 7
license required (may be obtained within the first 120 days
condition of employment)Active and valid FINRA Series 63/65 or 66
license required (may be obtained with 120 days condition of
employment) Minimum 3+ years' experience with creating and
presenting complex/comprehensive financial plans
In-depth knowledge and demonstrated
sales skills to close and sell financial planning servicesProven
ability to manage multiple tasks and financial plans to ensure that
an accurate final plan is delivered to each client/prospect in a
timely manner.Extensive knowledge and mastery of moving clients
through complete and complex financial planning cycleAbility to
work effectively with internal and external partners to address
clients/prospects financial -needs and goals.Excellent
communication skills and ability to effectively communicate complex
topics to clients. -Strong client services skills and ability to
anticipate and resolve problems on own initiative. - In addition to
the salary range, this role is also eligible for bonus or incentive
opportunities.
What's in it for youAt Schwab, we're committed to empowering our
employees' personal and professional success. Our purpose-driven,
supportive culture, and focus on your development means you'll get
the tools you need to make a positive difference in the finance
industry. Our approach balances our ongoing commitment to workplace
flexibility, serving our clients, and our strong belief in the
value of being together in person on a regular basis.We offer a
competitive that takes care of the whole you - both today and in
the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical
after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Keywords: Charles Schwab, Irving , Financial Planner, Centralized Planning Group, Accounting, Auditing , Dallas, Texas
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