Pros: compensation, sense of accomplishment, and being rewarded and recognized for a job well done
Cons: advancement, relocation
Charles Schwab is a great company to work for in many aspects. The job as an associate financial consultant for Schwab boils down to making connections and building relationships with clients. My position in the local Schwab branch is to reach out to clients via phone, e-mail to discuss financial planning. As part of financial planning I would review their current portfolio, discuss any outside assets they might consolidate to Schwab, discuss Schwab's managed account solutions if appropriate for the client and review their overall financial picture. Financial planning involves discussing estate planning with clients, legacy planning, insurance needs and long term care medical needs, and finally debt management. The most enjoyable part of my job was building solid last lasting relationships with clients.