New Client Investment Consultant - Westlake, TX
On-siteWestlake, Texas, United States
Job Summary
Proactively engage with prospects and new retail clients via inbound/outbound calls, referrals, and email to drive retail acquisition. Identify business development opportunities through needs-based discovery and position appropriate products and solutions. Determine client goals, understand objectives, and refer to a branch Financial Consultant when necessary. Influence client opinions to gain trust while consistently delivering superior service and navigating clients through account opening steps. Balance multiple priorities to maximize prospect engagement while maintaining high quality standards. This role sits within Schwab's Prospect Conversion Team, focused on transforming the finance industry for clients under 90 days.
Required Qualifications
- Minimum of 2 years in financial services experience
- Valid and active FINRA Series 7
- Valid and active FINRA Series 66 (63/65)
- Must be able to work on site in the specified location(s)
Desired Qualifications
- Bachelor's Degree or equivalent experience
- Financial business development experience
- Excellent written and oral communication
- Knowledge of Schwab's products and services
- Attention to detail
- Ability to prioritize effectively
- Ability to work with minimal supervision
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