Title: VP, Corporate Financial Consultant - Dallas, TX
Location: Dallas, Tx, 75201, US
Company: Phenom People
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of 'own your tomorrow' every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
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.
As a Corporate Financial Consultant at Charles Schwab, you will provide high-touch service, ongoing comprehensive guidance, and advice to your clients through on-campus, face-to-face and virtual relationship building. You will work across a wide spectrum of wealth management needs as you help clients understand and get comfortable with all aspects of their financial life, including but not limited to: financial literacy and wellness, financial planning, estate planning, investment management, equity awards and vesting planning, retirement planning, education planning, active trading, banking, insurance, and lending needs. You will be supported by a team of dedicated professionals who can help you go in-depth for complex financial needs or give you support in some of the servicing your clients may encounter.
The primary goal of a Corporate Financial Consultant is to promote Schwab's offering across corporate clients in a scalable manner through presentations, workshops, and client appreciation events both virtually and in-person. In addition, the Corporate Financial Consultant is responsible for deepening relationships with employees and their household through financial literacy and wellness, financial planning, a holistic approach including both current and long term investment objectives, as well as positioning the appropriate solutions and strategies through Schwab's broad product offering.
Schwab Corporate Financial Consultants receive a total compensation package which includes a competitive base salary and a potential for additional bonus derived by individual performance.
Required minimum skills and qualifications are:
The ideal candidate will also have:
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Apply now and showcase your skills and experience
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NO EXPERIENCE REQUIRED – PAID TRAINING PROVIDED – JOB SECURITY The Postal Service is the largest go...
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