Financial Consultant Partner - Phoenix, AZ (Sun City / Biltmore)

Financial Consultant Partner

This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities.

As a Financial Consultant Partner at Charles Schwab, you will operate in a team-based model partnered with one to three Sr. Financial Consultants. In a team-based model, tasks can be completed as advised by your Sr. Financial Consultant(s), in partnership with, or independently with check-ins :

• Provide direct, dedicated support for Sr. Financial Consultant(s) and their practice clients.
• Work with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions.
• Deepen new and existing client relationships by proactively and reactively uncovering additional business development opportunities and in partnership with your Sr. Financial Consultant(s) to close the business.
• Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr. Financial Consultant(s).
• Build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s).
• Update and compile client information through Schwab's internal customer relationship management (CRM) tool.
• Identify leads and proactively generate ideas to connect with clients and prospects.
• Set and prepare for appointments, e.g., review planning status, life events, suitability updates.
• Lead and perform activities in preparation for, and following, client appointments with designated Sr. Financial Consultant(s).
• Manage local event administration including venue identification, scheduling, contract negotiation, invitation creation, attendance confirmation, development of client presentations, and follow-up post-event with clients and prospects.
• Support the business development and relationship building activities of the Sr. Financial Consultant(s) by following up on referrals and engaging with prospective clients.
• Bring to bear key business partners (Partner Support & Pinnacle) to resolve, research, and respond to client inquiries and issues as well as ensure operational tasks are completed.
• Partner with Sr. Financial Consultant(s) to ensure we are providing an exceptional experience for clients ultimately improving client promoter score for the branch.
• Participate in or conduct the initial client on-boarding process.
• Assist Sr. Financial Consultant(s) with client segmentation and client engagement blue prints; use Connect mailings, branch workshops, as well as regional / national events.

Required minimum skills and qualifications are :

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.