Sr. Specialist, High Net Worth Rep

Company: Charles Schwab
Location: Carrollton
Posted on: January 19, 2023

Job Description:

Position Type: Regular
Your Opportunity

Schwab's core belief is simple, place the client's needs first in all things. Many companies say that, but we work to keep clients at the heart of everything we do by offering a more modern way to build and manage wealth.

We are champions of investors and are looking for other advocates to join our team as High Net Worth Services Specialists working with our elite brokerage clients. We are seeking professionals who enjoy a challenge; those who care about assisting others as they trade in the financial markets. Individuals who are eager to help others while also gaining vast skills and knowledge in the financial markets. People who want to help others and who want to grow their career with a top financial services firm and year-over-year top employer. If this sounds appealing, you've come to the right place. Our team consists of a diverse workforce, in all stages of their careers, people looking for a career change or are re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals to learn from and share standard methodologies with, this may be the job for you.

Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work - whether that's in the office or remote.

• Most Schwabbies have the opportunity to work in the office and/or at home based on their preference
• Employees may have the flexibility for a hybrid schedule, where they divide their time between working remotely or in the office.
• Employees and managers can discuss additional flexibility options based on their role, business needs, and individual circumstances.
  Subject to change. Schwab is continually evaluating its approach to ensuring the safety and well-being of our employees
  
  What you are good at
  
  Providing our clients with outstanding experiences is the priority at Schwab. Our goal is to enhance client dedication with every interaction, bringing your personality to your calls to build memorable experiences. With a multiple focus on encouraging client loyalty and employee engagement and development, we support clients and employees in reaching their goals. Schwab provides extensive training and internal support that allows employees to succeed in all aspects of their careers.
  
  High Net Worth Services Specialists act as an ambassador of Schwab to educate, guide and assist clients. A career in Client Service and Support begins with a substantial client-focused mentality and a strong desire to help clients meet their financial goals.
  
  Schwab takes an innovative investing approach. We build trust and inspire confidence through exceptional service, one connection at a time. Our dedicated specialists provide market insight and one-on-one assistance to help our clients with our unbiased approach to navigating the markets.
  
  Additionally, we provide online research and commentary on current market conditions and investing fundamentals. Whether clients are self-directed or looking to partner with Schwab to manage their portfolios, we are here to help them find the right products to meet their needs and investing goals. We help clients at all stages of investing take charge of their futures and Own Their Tomorrow.
  
  Through your client conversations, you will:
  • Educate clients - engage clients in discussions focused on educating and providing guidance related to their investing needs.
  • Be a client advocate - Care enough to ask the difficult questions knowing that just one question, the right question, can change a client's future.
  • Uncover solutions based options for clients - client needs can range from actual trade execution to more complex research and portfolio reviews. Execute transactions and provide next steps for obtaining guidance based on the client's objectives, time horizon, and risk tolerance.
  • Be consultative- Ask the right questions to provide options when appropriate that align with client goals. We also partner with the client's Financial Consultant for identified business development opportunities.
  • Build strong client and internal relationships - Collaborate in a team-based environment with a diverse group of professionals focused on meeting the clients' needs and Charles Schwab & Co.
  • Grow through a defined model of success - Participate in our merit-based performance culture where employees feel empowered to own their careers, focusing on addressing clients' needs, personalizing each interaction, and valuing clients and their time. What you have
    • Series 7 and 63 licensure required, Series 9-10 preferred
    • Preferably 3-5 years of experience in Client Service, Financial Services and/or Brokerage Services, preferably trading, interacting with clients in a proactive and consultative manner. - interacting with clients in a proactive and consultative manner. Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.
    • Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
    • Ability to ask appropriate, probing questions to clearly understand the client's needs. Using good judgment when responding and selecting language and examples tailored to the specific experience level of the client.
    • Collaborative and relationship-focused work style with demonstrated success in a team environment.
    • Practical time management & communication skills, positive demeanor, enthusiasm, professionalism, a strong work ethic with a high integrity level.
      In addition to the salary range, this role is also eligible for bonus or incentive opportunities
      
      Your actual pay will be based on your skills and experience talk with your recruiter to learn more.
      
      Why work for us?
      
      Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
      
      Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future. Explore further .
      
      Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
      
      Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
      
      TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.
      
      

Keywords: Charles Schwab, Carrollton , Sr. Specialist, High Net Worth Rep, Other , Carrollton, Texas