Scott Sollars, Cfp® Email and Phone Number
Scott Sollars, Cfp® work email
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Scott Sollars, Cfp® personal email
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The Director - Wealth Management Consultant plays a critical role in supporting Schwab Private Client Investment Advisory (SPCIA) by reinforcing and helping develop effective wealth management skills. Wealth Management Consultants influence SPCIA leaders through targeted coaching and development within 5 areas of focus:1. Activation and delivery of wealth management content and training2. Fostering consistency and competency in wealth management knowledge and application3. Adoption of wealth management tools and technology, including MGP and Salesforce4. Overseeing badging and skills certification program5. Successful and consistent support of wealth management initiatives and change managementWealth Management Consultants (WMCs) primary role is developing SPCIA leaders through coaching and consulting to Schwab’s Modern Wealth Management experience. WMCs partner with vice presidents, managing directors and senior team managers to identify vital needs and areas of focus in their markets. Following a consultative process, they determine and implement effective strategies that promote wealth management skill development, enhance client outcomes and accelerate market growth and retention. The WMC collaborates with the business and their peers to ensure a consistent standard of wealth management training, competency and client experience is being maintained. The WMC is passionate about helping SPCIA leaders build their knowledge and skill set by influencing the adoption of critical wealth management competencies and behaviors.
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Benefit Financial Services Group (Bfsg)Benefit Financial Services Group (Bfsg)Phoenix, Az, Us -
Director- Wealth Management ConsultantSchwab Wealth Advisory, Inc. Jan 2021 - Present
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Wealth Management ConsultantSchwab Private Client Investment Advisory, Inc. Feb 2021 - Present -
Managing Director - Planning And Portfolio GroupCharles Schwab 2018 - Feb 2021Westlake, Texas, Us -
Regional ManagerCharles Schwab 2016 - 2018Westlake, Texas, Us -
Director, Retirement Investment ConsultingCharles Schwab 2015 - 2016Westlake, Texas, Us -
Vice President - Senior Financial ConsultantCharles Schwab 2010 - 2015Westlake, Texas, Us -
Senior Investment AnalystCharles Schwab 2007 - 2010Westlake, Texas, Us -
Portfolio ConsultantCharles Schwab 2000 - 2007Westlake, Texas, Us
Scott Sollars, Cfp® Skills
Scott Sollars, Cfp® Education Details
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University Of IndianapolisPre-Law Studies
Frequently Asked Questions about Scott Sollars, Cfp®
What company does Scott Sollars, Cfp® work for?
Scott Sollars, Cfp® works for Benefit Financial Services Group (Bfsg)
What is Scott Sollars, Cfp®'s role at the current company?
Scott Sollars, Cfp®'s current role is Benefit Financial Services Group (BFSG).
What is Scott Sollars, Cfp®'s email address?
Scott Sollars, Cfp®'s email address is sc****@****wab.com
What schools did Scott Sollars, Cfp® attend?
Scott Sollars, Cfp® attended University Of Indianapolis.
What skills is Scott Sollars, Cfp® known for?
Scott Sollars, Cfp® has skills like Certified Financial Planner, Series 24, Investment Advisory, Erisa, Mutual Funds, Series 7, Series 66.
Who are Scott Sollars, Cfp®'s colleagues?
Scott Sollars, Cfp®'s colleagues are Keith Johnson, Jr., Cfp®, Nomfundo Millicent, Steven Yamshon, Rachel Fequiere, Erin Schneider, Mark L. Blom, Cfp®, Chad A. Noorani.
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