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 effectivenessEnhancing client interactions and engagement skillsHighlighting how to bring to bear financial planning concepts, tools, and dialogue adeptlyShowcasing appropriate wealth management strategies and solutions for various client scenariosPromoting 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 processDeep 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 developmentDemonstratable 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 riskData-curious to leverage key metrics to identify trends which helps create tactical action plans to drive results in a sales environmentAbility to inspire organization change/growthStrong organizational, collaboration, and partnership skills Excellent verbal and communication skillsHigh degree of flexibility and comfort managing competing prioritiesSuperior skills with MS Excel and PPT What you have
Additional requirements for role:
BA/BS required, MBA a plusFINRA Series 7 and 66 requiredIndustry 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 experienceTypical 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.
This is a summary only and duties and responsibilities may be changed from time to time, or over time. This position covers the Greater Metro (NJ, NY, PA, MI)
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package to our full-time employees that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Application FAQsSoftware Powered by iCIMS
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