Investment Consultant, Prospect Conversion Team - Phoenix, AZ

Job Description

Your Opportunity

Schwab’s Prospect Conversion Team is an integral part of the broader Investor Services organization and is primarily responsible for the retail acquisition of prospects as well as new retail clients who have been at Schwab less than 90 days. We strive to create a consistent and exceptional experience to ensure every client experiences the very best Schwab has to offer. We accomplish this by focusing on the client’s holistic needs, assisting with new account openings, proposing relevant solutions and navigating them through the steps necessary to ensure they are in a fully integrated relationship with Schwab.

To learn more about our client offerings visit: Charles Schwab - Investor Services

What you’re good at

A passion for engaging and creating impactful experiences for prospects and new to retail clients within a dynamic work environment. The Investment Consultant on the Prospect Conversion Team will excel at:

• Proactively engaging with prospects/new to retail clients through various channels including, but not limited to: Inbound/outbound calls, referrals from retail partners, and email.
• Identifying business development opportunities through needs-based discovery and then effectively positions appropriate products and solutions.
• Being individually motivated, competitive, and demonstrates an entrepreneurial mindset to maximize your impact on clients and the firm.
• Balancing multiple priorities with a focus on engaging with as many prospects as possible while maintaining the highest quality standards.
• Determining and understanding client goals/objectives and positions suitable offerings based upon individual needs and referring to a branch Financial Consultant when appropriate.
• Influencing – shaping the client’s opinions and actions in a manner that gains their trust and confidence.
• Consistently delivering unparalleled value and superior service.

To learn more about the culture at Schwab, click here to meet our people

What you have

We place a premium on high performance, quality service, efficiency and the ability to execute Schwab’s strategy. Essential skills include:

• Minimum of 2 years in financial services (highly preferred)
• Business development experience (highly preferred)
• Requires active FINRA Series 7
• Requires active FINRA Series 66 (63/65) – May be obtained within a 120 day condition of employment
• Excellent written and oral communication skills
• Knowledge of Schwab’s products and services (highly preferred)
• Attention to detail, ability to prioritize effectively and work with minimal supervision
• Bachelor’s Degree or equivalent preferred