FRANCHISE BRANCH FINANCIAL CONSULTANT

Atlantic City Chamber; New Jersey; Hybrid; USD 60,000 - 95,000; Full time

Benefits offered by this job

Paid Time Off

401(k) Plan

Health Insurance

Job summary

The Schwab Egg Harbor Franchise Branch is seeking a Franchise Branch Financial Consultant to provide holistic financial guidance, including investing, retirement readiness, and education goals, serving as a trusted partner for clients in Mays Landing, NJ.

This in-person, full-time role requires active Series 7 and Series 66 licenses, an undergraduate degree, and at least two years in financial services, with a focus on building relationships and growing the book of business.

Qualifications

• A valid and active Series 7 license is required
• A valid and active Series 66 (63/65) license required (license(s) may be obtained within 90 days of starting in the FC role)
• Undergraduate degree
• Minimum of two years of experience in the financial services industry
• Knowledge of brokerage/banking products and services
• Financial services business development experience
• Have the ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations
• Have a passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation
• Have the ability to adapt and implement change, as the market and business conditions evolve

Responsibilities

• Help grow the profile and business of the Schwab Franchise Branch by supporting the Franchise Branch Owner through a variety of activities
• Assist with identifying and refer additional opportunities to the Franchise Branch Owner
• At the direction of the Franchise Branch Owner, Financial Consultants help deepen relationships with existing Schwab clients by providing outstanding service, as well as appropriate investment guidance and advice based on client needs
• Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships

Skills

Series 7 license

Series 66 license

Relationship building

Business development

Communication skills

Industry knowledge

Client consultation

Education

Undergraduate degree

Job description

Schwab Franchise Branches, led by a Schwab Franchise Branch Owner and staffed by employees of the franchisee, help individuals and families with their financial needs, including retirement planning, investing, charitable giving, support in estate planning activities, and active investing. To learn more about Schwab’s client offerings visit: http://www.aboutschwab.com.

Franchise Branch Financial Consultants are not employees of Charles Schwab & Co., Inc.; they are employees of the Franchise Branch Owner (Schwab franchisee) and are Registered Representatives and Associated Persons of Charles Schwab & Co., Inc.

The Schwab Egg Harbor Franchise Branch is looking for an Franchise Branch Financial Consultant with a passion for serving clients.

The Schwab Egg Harbor Franchise Branch values integrity, open communication, perseverance and relentless service to our Schwab clients. Strong Franchise Branch Financial Consultant candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help clients progress toward achieving their goals.

As a Franchise Branch Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals, serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.

If you desire to work with a business that is dynamic, client centric, and values your contributions, consider joining our team as a Franchise Branch Financial Consultant.

ROLE DESCRIPTION

• Help grow the profile and business of the Schwab Franchise Branch by supporting the Franchise Branch Owner through a variety of activities
• Assist with identifying and refer additional opportunities to the Franchise Branch Owner
• At the direction of the Franchise Branch Owner, Financial Consultants help deepen relationships with existing Schwab clients by providing outstanding service, as well as appropriate investment guidance and advice based on client needs
• Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships

This is a summary only, and duties and responsibilities may be revised over time.

SKILLS & QUALIFICATIONS

• A valid and active Series 7 license is required
• A valid and active Series 66 (63/65) license required (license(s) may be obtained within 90 days of starting in the FC role)
• Undergraduate degree
• Minimum of two years of experience in the financial services industry
• Knowledge of brokerage/banking products and services
• Financial services business development experience
• Have the ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations
• Have a passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation
• Have the ability to adapt and implement change, as the market and business conditions evolve

POSITION LOCATION

430 Consumer Square

Mays Landing, NJ 08330

HOURS & COMPENSATION

• Full-Time Position
• In Person
• Monday-Friday 9:00am-5:00pm (nights and weekends for events/appointments as needed)
• Paid Time Off
• 401(k) Plan
• Health Insurance
• Pay will be commensurate with experience

Additional Postings available from Charles Schwab