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Independent Branch Associate Financial Consultant
Schwab Independent Branches, led by a Schwab Independent Branch Leader 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: http://www.aboutschwab.com
Independent Branch Associate 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 Flemington, NJ is looking for an Independent Branch Associate Financial Consultant with a passion for serving clients.
ROLE DESCRIPTION:
· Independent Branch Associate Financial Consultants help grow the profile and business of the Schwab Independent Branch by supporting the Independent Branch Leader through a variety of activities.
· At the direction of the Independent Branch Leader, Associate Financial Consultants help deepen relationships with existing Schwab clients by providing outstanding service, as well as appropriate investment guidance and advice based on client needs
· Identify and refer additional opportunities to the Independent Branch Leader
Flemington 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 Associate Financial Consultant.
SKILLS and QUALIFICATIONS:
Required minimum skills and qualifications:
· Active and valid FINRA Series 7 (may be obtained within 30 days of starting in the AFC role)
· Active and valid Series 66 (or 63/65) license (may be obtained within 90 days of starting in the AFC role)
· Active or valid insurance license (may be obtained within 6 months of starting in AFC role)
In addition, ideal candidates will also have the following preferred qualifications:
· Undergraduate degree
· Minimum of two years of business experience preferably in the financial services industry
· Strong client relationship building experience
· Knowledge of brokerage/banking products and services
This is a summary only, and duties and responsibilities may be revised over time.
POSITION LOCATION:
Charles Schwab Branch
318 Highway 202 North
Flemington, NJ 08822
HOURS & COMPENSATION
This is a full-time position
Monday through Friday 8:30am to 5:00pm and Saturday 9:00am to 1:00pm
Base Salary, Bonus Opportunity, 401k and Profit Sharing
Pay will be commensurate with experience.
HOW TO APPLY
Please forward you resume to Michael.R.Solomon@Schwab.com
Full Time
Securities
$149k-188k (estimate)
03/25/2024
05/09/2024
aboutschwab.com
SAN FRANCISCO, CA
15,000 - 50,000
1986
WALTER W BETTINGER II
$10B - $50B
Securities
The job skills required for Associate Financial Consultant include Planning, Integrity, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Financial Consultant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Financial Consultant. Select any job title you are interested in and start to search job requirements.