Financial Consultant recruitment
ORGANIZATION SUMMARY AND PURPOSE: At Charles Schwab, our purpose is to help everyone be financially fit. In more than 300 branch offices in 45 U.S. states, you’ll find Schwab Financial Consultants working directly with our clients to achieve that common goal. Our unwavering values and commitment to outstanding service has been recognized by Fortune Magazine, which for 2011 has named Charles Schwab the “Most Admired Company” in the world for the securities industry. To learn more about our client offerings visit: http://www.aboutschwab.com/about/overview/investor_services ROLE DESCRIPTION: Charles Read more […]
Financial Consultant recruitment
Responsibilities: Provide direction to clients on their investment decisions, including preparation of illustrations and proposals. Establish and maintain active relationships with clients. Assist clients in the new account opening process, including the gathering of necessary customer profile information in order to determine product(s) and investment suitability. Seek referral opportunities and follow-up on potential sales leads. Track the sales process, including workflow procedures and proper documentation. Become an expert in various Read more […]
Financial Consultant recruitment
You Need to Be A true consultant with strong analytical and solid client facing capabilities An effective communicator with the ability to think, write and present in a logical and structured wayMotivated to bring concrete solutions to our clients with a natural interest in service qualityA self starter with excellent interpersonal skills able to inspire and support people towards team accomplishmentsKeen to contribute to the development of a dynamic consulting organisationJob ResponsibilitiesDevelop an understanding of client strategic direction, issues and project goals and assist in creatively Read more […]
Financial Consultant recruitment
Job Description Manage a territory and Institutional Client relationships in which you are responsible for delivering on-site Communication Education activities for our Clients’ employer-sponsored retirement programs.Provide a broad range of retirement and financial planning services and products to our individual customers/participants at TIAA-CREF’s exisitng institutions ensuring asset growth,retention and retirement plan participation.Accountable for making TIAA-CREF the primary relationship (first call) for customers in need of distinctive investment advice, and products and services related Read more […]