VP, Financial Consultant- London

Job Description

Your Opportunity

Charles Schwab, U.K. is a wholly owned subsidiary of Charles Schwab Corporation providing brokerage services to investors in the UK and Switzerland to invest in mainly the US securities market.

To learn more about the services and client offerings of Charles Schwab, U.K., please visit: https://www.schwab.co.uk/public/schwab-uk-en/us-investing

What you’re good at

Upon hire, Financial Consultants are assigned an existing practice of high net worth Schwab clients (book of business) having investable assets with Schwab. The actual size of each practice may vary based upon geography and the Financial Consultant’s experience. Our Financial Consultants provide investment guidance and advice to clients primarily through face to face meetings. Our Financial Consultants’ primary goal is to deepen relationships with existing clients, applying a holistic approach of current and long term investment objectives, as well as positioning the appropriate solutions and strategies through Schwab’s broad product offering. Additionally, Financial Consultants work to grow their practice through client referrals, marketing events, asset consolidation and proactive calling to prospects.

Schwab Financial Consultants receive a total compensation package which includes a competitive base salary, incentives and a bonus structure derived by each individual Financial Consultant’s performance and production.

What you have

• Required minimum skills and qualifications are:
• Open to taking FINRA Series 7 after joining
• Active and valid Insurance – Life & Health
• Minimum of four years successful financial services experience working with retail clients, with proven success in providing advice and consultation, managing, developing and expanding client relationships
• Strong industry and market knowledge
• Excellent consultative, interpersonal and communication skills
• Basic computer skills

The ideal candidate will also have:

• Bachelor's Degree
• CFP designation