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Financial Consultant - East Lansing, MI

Employer
Charles Schwab
Location
East Lansing, Michigan
Salary
depending on experience
Closing date
Sep 7, 2022

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Preferred
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Job Details

Start your day with an energizing and encouraging huddle with your team, capturing goals, best practices and areas of focus for the day. Organically grow your practice bring to bear full spectrum of guidance solutions, goal-based planning tools, and discussing key wealth management issues for your assigned book of clients (above $1 million in assets or $250k in a managed solution). Deepen relationships with those clients $250k and above to strengthen this relationship with TD Ameritrade. Collaborate with multiple business partners to build an outstanding client experience and meet the client’s broad range of investment needs. Assess clients’ financial circumstances and investment objectives. Advise clients on advantages and disadvantages of various investment products. Manage diverse client portfolios and stay current with financial industry and market trends. Place high priority on client satisfaction and cultivate long term client relationships. Provide an outstanding client experience to achieve client advocacy and retention. Adhere to all compliance/risk procedures, follow corporate and industry protocols, and protect the interest of the client and all entities.

Company

Financial services can be complicated. Charles Schwab is trying to fix that. They have a history of challenging the status quo and innovating in ways that help individuals create a better tomorrow. Their purpose is to champion every client’s goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage.
Find Us
Telephone
602-355-3715
Location
2423 E Lincoln Dr.
PHXPEAK-01-1C734
Phoenix
AZ
85016-1215
US
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