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Job description
Your Opportunity
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Members of the Wealth Management Coaching & Consulting Team play a critical role in enhancing the branch network's client engagement skills. The Wealth Management Coach & Consultants ( WMCCs) primary role is developing branch employees through coaching and consulting to promote Schwab's Modern Wealth Management experience. WMCCs influence branch employees through targeted coaching and development in 5 areas of focus:
Improving efficiency and the effectiveness
Enhancing client interactions and engagement skills
Highlighting how to bring to bear financial planning concepts, tools, and dialogue adeptly
Showcasing appropriate wealth management strategies and solutions for various client scenarios
Promoting a consistent adoption of Schwab's practice management standards
What you have
WMCCs are passionate about helping branch employees build their business by influencing and encouraging meaningful change and growth. Following a consultative process, the WMCC team determines and implements effective strategies/tactics which enhance consultant skill development, enhance client outcomes, and accelerate market growth and retention.
Comprehensive understanding of Wealth Management and effective client engagement skills
Must have the ability to formulate and teach efficient client engagement/sales process
Deep knowledge of brokerage, advised, and banking product/services
Extensive knowledge of Financial Planning
Exceptional customer focus, including ability to think in terms of customer experience/perspective
Strong competency and demonstrated passion for coaching and employee development
Demonstratable success executing and understanding initiatives aligned with the Company's strategic objectives for the business to expand market share and achieve a competitive advantage
Keen business judgment and ability to effectively make trade-offs in business decision making process and manage risk
Data-curious to leverage key metrics to identify trends which helps create tactical action plans to drive results in a sales environment
Ability to inspire organization change/growth
Strong organizational, collaboration, and partnership skills
Excellent verbal and communication skills
High degree of flexibility and comfort managing competing priorities
Superior skills with MS Excel and PPT
Additional requirements for role:
BA/BS required, MBA a plus
FINRA Series 7 and 66 required
Industry certifications (CIMA/CFP/CFA/CWS) preferred
Must have a minimum of 10-15 years in the financial services industry, including 7+ years of sales leadership experience
Typical travel is about 50% of the time for supervision and meetings
Position must reside in the region they cover, with potential to be located in a branch or corporate site based on capacity: State/ Territory: Crossroads Region Coverage: IL, IN, OH, MO
This is a summary only and duties and responsibilities may be changed from time to time, or over time.
In addition to a base salary, this role is also eligible for bonus or incentive opportunities*
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.