Financial Consultant (FSB) - Austin, TX

At Charles Schwab, we believe in helping our clients achieve their financial goals and dreams. As a Financial Consultant (FSB) in our Austin, TX location, you'll have the opportunity to make a meaningful impact on the lives of our clients by providing personalized financial advice and guidance. We are looking for a passionate and driven individual with a strong background in finance and a desire to help others succeed. If you have a knack for building relationships and a passion for financial planning, we want to hear from you. Join our team and be a part of our mission to empower people to take control of their financial future.

1. Provide personalized financial advice and guidance to clients in order to help them achieve their financial goals and dreams.
2. Develop and maintain strong relationships with clients through effective communication and understanding of their financial needs.
3. Utilize knowledge and expertise in finance to analyze and assess clients' financial situations and provide appropriate recommendations.
4. Stay up-to-date on industry trends, changes in the market, and financial products in order to better assist clients.
5. Collaborate with team members and other departments to ensure a comprehensive and seamless client experience.
6. Act as a trusted advisor to clients, building rapport and trust through exceptional customer service.
7. Conduct financial planning sessions with clients, creating personalized financial plans and strategies.
8. Assist clients with account management, including opening and closing accounts, transferring funds, and making trades.
9. Meet and exceed sales and performance goals through proactive outreach and client retention efforts.
10. Continuously strive to improve client satisfaction and provide a positive and memorable experience.
11. Represent Charles Schwab and its values in a professional and ethical manner at all times.
12. Maintain strict adherence to compliance and regulatory guidelines.
13. Participate in training and development programs to enhance knowledge and skills.
14. Actively contribute to the growth and success of the team and company.

According to JobzMall, the average salary range for a Financial Consultant (FSB) - Austin, TX in Austin, TX, USA is between $60,000 to $120,000 per year. This salary range can vary depending on the specific industry, experience, and qualifications of the individual.

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.