Charles schwab minnesota

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Jason Litwin, financial advisor Edina MN

Jason Litwin (CRD# 7073531) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Edina, MN and has over 2 years of experience in the finance industry.

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Company NameLocationDatesYears
Charles Schwab Bank, SsbEdina, MNAug 2020 - Current1
Charles Schwab & Company, Inc.Edina, MNFeb 2019 - Current2
Buffalo Wild WingsIndianapolis, INNov 2018 - Jun 2019< 1
Globe Company, Inc.Fremont, CAJun 2018 - Nov 2018< 1
N/aFremont, CAMar 2018 - May 2018< 1
Modern PortableBelmont, CAJan 2017 - Feb 20181
University Of NevadaReno, NVAug 2012 - May 20174
Atlantis Casino & ResortReno, NVApr 2016 - Aug 2016< 1
Abowd & Rose Financial GroupCarson City, NVNov 2015 - Feb 2016< 1
N/aFremont, CAJul 2009 - Jul 20123
Exam CodeNamePassed Date
S66NASAA Uniform Combined State Law ExaminationSep 2019
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Financial Consultant Partner - Minneapolis, MN

Your Opportunity

This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities.

To learn more about our client offerings visit: Charles Schwab - Investor Services

What you are good at

As a Financial Consultant Partner at Charles Schwab, you will operate in a team-based model partnered with one to three Sr. Financial Consultants. In a team-based model, tasks can be completed as directed by your Sr. Financial Consultant(s), in partnership with, or independently with check-ins:

  • Provide direct, dedicated support for Sr. Financial Consultant(s) and their practice clients.
  • Interface with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions.
  • Deepen new and existing client relationships by proactively and reactively uncovering additional business development opportunities and in partnership with your Sr. Financial Consultant(s) to close the business.
  • Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr. Financial Consultant(s).
  • Build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s).
  • Update and compile client information through Schwab’s internal customer relationship management (CRM) tool.
  • Identify leads and proactively generate ideas to connect with clients and prospects.
  • Set and prepare for appointments, e.g., review planning status, life events, suitability updates.
  • Manage and perform activities in preparation for, and following, client appointments with designated Sr. Financial Consultant(s).
  • Manage local event administration including venue identification, scheduling, contract negotiation, invitation creation, attendance confirmation, development of client presentations, and follow-up post-event with clients and prospects.
  • Support the business development and relationship building activities of the Sr. Financial Consultant(s) by following up on referrals and engaging with prospective clients.
  • Leverage key business partners (Partner Support & Pinnacle) to resolve, research, and respond to client inquiries and issues as well as ensure operational tasks are completed.
  • Partner with Sr. Financial Consultant(s) to ensure we are providing an exceptional experience for clients ultimately improving client promoter score for the branch.
  • Participate in or conduct the initial client on-boarding process.
  • Assist Sr. Financial Consultant(s) with client segmentation and client engagement blue prints; leverage Connect mailings, branch workshops, as well as regional/national events.

To learn more about the culture at Schwab, click here to meet our people.

What you have

Required minimum skills and qualifications are:

  • Bachelor’s degree or equivalent work related experience
  • A valid and active Series 7 license is required (may be obtained under a condition of employment)
  • A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment)
  • Notary certification (may be obtained after hire)
  • Minimum of 3 years of financial services experience is strongly preferred
  • Passion for the client with the ability to strengthen and retain client relationships
  • Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients
  • Demonstrated experience handling client concerns and issues with tact and diplomacy
  • Strong written and verbal communication skills
  • Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize
  • Aptitude for, and experience in, identifying new relationship development
  • Show a genuine interest in staying current on market events and ability to understand the implications for clients
  • Ability to uncover and meet client needs and effectively manage client expectations
  • Demonstrated ability to be agile in changing environmental, economic, and client need scenarios
  • Operational and/or project management experience
  • Strong organizational skills with attention to detail
  • Ability to develop and maintain good cross-enterprise working relationships
  • Strong problem solving skills
  • Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email
  • Collaborative and team based work style
  • Ability to retain and execute upon complex information with relative ease
  • Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage
  • Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety
  • There is a minimum time-in-position expectation of 2 years

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, 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 [email protected] or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

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How to Buy Stocks with Charles Schwab

TD Ameritrade is part of Charles Schwab.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law (Equal Employment Opportunity policy). Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

TD Ameritrade is an Equal Opportunity Employer. At TD Ameritrade we believe that People Matter. We value diversity and believe that it transcends all protected classes, thoughts, ideas, and perspectives. Our commitment to building an inclusive culture is aimed at attracting and retaining diverse talent, clients, and shareholders to the firm. It’s a belief that’s core to the success of our organization.

TD Ameritrade, Inc. (member FINRA/SIPC), a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.

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