Advice Academy Professional

Welcome to the Advice Academy at Charles Schwab! We are seeking a highly motivated and passionate individual to join our team as an Advice Academy Professional. As a member of our team, you will have the opportunity to develop your skills and knowledge in the financial services industry while helping our clients achieve their financial goals. We are looking for someone who is dedicated to providing exceptional customer service, has a strong interest in financial planning, and is eager to learn and grow in a fast-paced environment. If you have a passion for helping others and a desire to build a successful career in the financial industry, we would love to hear from you!

1. Provide exceptional customer service to clients of the Advice Academy.
2. Develop a strong understanding of financial planning principles and strategies.
3. Assist clients in setting and achieving their financial goals.
4. Continuously learn and stay up-to-date on industry trends and developments.
5. Collaborate with team members to provide a seamless and comprehensive client experience.
6. Build and maintain strong relationships with clients, fostering trust and loyalty.
7. Effectively communicate complex financial information to clients in a clear and understandable manner.
8. Actively participate in trainings and development opportunities to enhance skills and knowledge.
9. Adhere to all company policies and procedures, as well as industry regulations.
10. Utilize technology and resources to efficiently and effectively serve clients.
11. Maintain accurate and organized client records.
12. Proactively identify opportunities for improvement in processes and procedures.
13. Represent Charles Schwab and the Advice Academy in a professional and positive manner.
14. Contribute to a positive and collaborative team environment.
15. Continuously strive to meet and exceed performance goals.

According to JobzMall, the average salary range for a Advice Academy Professional in Westlake, TX, USA is $48,000 to $85,000 per year. This can vary depending on factors such as experience, education, and specific job responsibilities.

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.