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VP, Financial Consultant - Tulsa, OK
Full Time | Securities 8 Months Ago
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Charles Schwab Inc. is Hiring a VP, Financial Consultant - Tulsa, OK Near Tulsa, OK

Your Opportunity

Do you enjoy building and maintaining authentic, long lasting client relationships? Are you driven and do you thrive in an environment where you are fairly compensated for your achievements? We are looking for a seasoned financial professional who is passionate about working in a collaborative and client centric branch environment. You will receive a book of existing high net worth TD Ameritrade clients to share our suite of non-proprietary products and services. You will have the opportunity to expand and deepen these relationships through face-to-face meetings. Each diverse client has a distinct set of needs. Therefore, we offer more than just self-directed investment services! Our employees continuously advise and educate our clients on a wide range of services including, Goal Planning, recommendations of TD Ameritrade Investment Management Services, and complete wealth management portfolios.

What you are good at

A Day in the Life of a Senior Financial Consultant 

Start your day with an energizing and encouraging huddle with your team, capturing goals, best practices and areas of focus for the day. Organically grow your practice bring to bear full spectrum of guidance solutions, goal-based planning tools, and discussing key wealth management issues for your assigned book of clients (above $1 million in assets or $250k in a managed solution). Deepen relationships with those clients $250k and above to strengthen this relationship with TD Ameritrade. Collaborate with multiple business partners to build an outstanding client experience and meet the client’s broad range of investment needs. Assess clients’ financial circumstances and investment objectives. Advise clients on advantages and disadvantages of various investment products. Manage diverse client portfolios and stay current with financial industry and market trends. Place high priority on client satisfaction and cultivate long term client relationships. Provide an outstanding client experience to achieve client advocacy and retention. Adhere to all compliance/risk procedures, follow corporate and industry protocols, and protect the interest of the client and all entities. 

What you have

  • Ability to communicate investment strategies in a clear and concise manner to retail clients and business partners that enables clients to make informed investment decisions 
  • Experience positioning and presenting investment strategies to retail clients and business partners through face-to-face and phone meetings 
  • Proven track record to develop strong relationships with clients, prospects and business partners 
  • Proactive teammate able to work in a fast-paced environment Education Level required: 4 Year College Degree or Equivalent Experience 
  • Years of experience: 3-5 years of financial services industry experience with investment-based sales and relationship management expertise 
  • Deep dedication to client satisfaction 
  • Strong analytical, organizational, presentation, and digital literacy 
  • FINRA Series 7 and Series 66 (or 63/65) REQUIRED 
  • CRPC and CFP PREFERRED 
  • Military education or experience may be considered in lieu of civilian requirement 
  • Candidates who qualify for this role might have title and job responsibilities similar to: Financial Advisor, Wealth Management Advisor, Wealth Management, Financial Planner, Financial Planning, Investment Advisor 

Help us achieve our mission to empower investors by leveling the playing field. Stand on the side of the client, break down barriers, and encourage and educate your clients by delivering simple, personal, and straight-forward solutions. 

Job Summary

JOB TYPE

Full Time

INDUSTRY

Securities

POST DATE

07/27/2022

EXPIRATION DATE

12/12/2022

WEBSITE

aboutschwab.com

HEADQUARTERS

SAN FRANCISCO, CA

SIZE

15,000 - 50,000

FOUNDED

1986

CEO

WALTER W BETTINGER II

REVENUE

$10B - $50B

INDUSTRY

Securities

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The job skills required for VP, Financial Consultant - Tulsa, OK include Wealth Management, Planning, Dedication, Financial Planning, Investment Management, Self-Directed, etc. Having related job skills and expertise will give you an advantage when applying to be a VP, Financial Consultant - Tulsa, OK. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by VP, Financial Consultant - Tulsa, OK. Select any job title you are interested in and start to search job requirements.

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Responsible for building, maintaining and communicating the Street Model to internal and external constituents.

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