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VP, International Financial Consultant - Bilingual Portuguese & English
Your opportunity
International Financial Consultants manage a practice of HNW international clients located in their assigned region. International Regions include EMEA (Europe, Middle East and Africa) and Americas (South America, Central America, and Canada).
International Financial Consultants are expected to manage a large group of assigned client households while simultaneously developing new and existing relationships within their region through proactive and regular business development activities. Expected activities include developing deep relationships with practice clients to reduce attrition risk, encouraging asset consolidation, introducing to advisory services, and building a referral network. This is a proactive-client-contact role where a high number of activities and unique contacts each day are critical to meeting the performance expectations and high practice penetration.
Additional role responsibilities include:
+ As a regional Financial Consultant, you will be the dedicated relationship point of contact for your assigned clients. In this role you will help your assigned practice clients navigate the US markets, identify their financial goals, and find the appropriate products and services through Schwab.
+ Since your clients are located across multiple jurisdictions over a large geographic area, your contact will mostly be over the phone or through video meetings. Understanding the unique needs of these multiple jurisdictions is critical and will require flexibility in terms of scheduling client meetings, outbound calling, and practice engagement time. This is a high-contact and high-activity role where scheduling working hours based on the needs of your clients will be required. To that end, it will be common practice to sometimes start your day early or late to ensure you are meeting client’s preferred contact time.
+ You will manage a large client practice in this role. Contacting these clients to understand their needs and contact preferences is key to being successful and ensuring you maintain the expected practice penetration levels. Additionally, you will work to grow your active practice through ongoing proactive business development, building trust, and earning a strong referral network.
Reports to the following company office locations in Orlando, Westlake, or Austin and is _not_ available as fully remote. Must live within reasonable commuting distance. Subject to Schwab’s internal approach to workplace flexibility.
In addition to a base salary, this role is also eligible for bonus or incentive opportunities.
What you have
Required Qualifications
+ Bachelor’s degree or equivalent experience
+ Series 7 and 66 (or 63 & 65) required _(May be obtained under a condition of employment within the first 120 days)_
+ In addition to English, must have demonstrated fluency in Portuguese
+ 5+ years’ direct international client experience and an equivalent level of knowledge of securities industry required
+ 3+ years’ demonstrated experience introducing advisory products and services to international clients (wealth and investment management solutions) required
+ Extensive knowledge of the intricacy of working with international clients, jurisdictional nuances, tax impacts, foreign regulatory impacts, product availability and the requirements of servicing non-US customers
+ The ability to organize and structure your day to be productive; including block-scheduling to ensure unique phone-based contact is performed each day for both lead follow-up and practice contact
+ Expertise in identifying client needs, building trust-based relationships, displaying client empathy, and superior relationship-management
+ Ability to manage a large book of clients through high client contact and engagement
Preferred Qualifications
+ College for Financial Planning designations (CFP, AAMS, AWMA, etc..) are preferred
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package 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
What’s in it for you:
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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package 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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
Remote
About the Company:
Charles Schwab
The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) 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; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.
The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.
Company Size:
1,000 to 1,499 employees
Industry:
Security and Surveillance
Founded:
1971
Website:
http://www.aboutschwab.com/careers