Scott Sollars, Cfp®

Scott Sollars, Cfp® Email and Phone Number

Benefit Financial Services Group (BFSG) @ Benefit Financial Services Group (BFSG)
Phoenix, AZ, US
Scott Sollars, Cfp®'s Location
Phoenix, Arizona, United States, United States
Scott Sollars, Cfp®'s Contact Details

Scott Sollars, Cfp® work email

Scott Sollars, Cfp® personal email

About Scott Sollars, Cfp®

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.

Scott Sollars, Cfp®'s Current Company Details
Benefit Financial Services Group (BFSG)

Benefit Financial Services Group (Bfsg)

View
Benefit Financial Services Group (BFSG)
Phoenix, AZ, US
Website:
bfsg.com
Employees:
34
Scott Sollars, Cfp® Work Experience Details
  • Benefit Financial Services Group (Bfsg)
    Benefit Financial Services Group (Bfsg)
    Benefit Financial Services Group (Bfsg)
    Phoenix, Az, Us
  • Schwab Wealth Advisory, Inc.
    Director- Wealth Management Consultant
    Schwab Wealth Advisory, Inc. Jan 2021 - Present
  • Schwab Private Client Investment Advisory, Inc.
    Wealth Management Consultant
    Schwab Private Client Investment Advisory, Inc. Feb 2021 - Present
  • Charles Schwab
    Managing Director - Planning And Portfolio Group
    Charles Schwab 2018 - Feb 2021
    Westlake, Texas, Us
  • Charles Schwab
    Regional Manager
    Charles Schwab 2016 - 2018
    Westlake, Texas, Us
  • Charles Schwab
    Director, Retirement Investment Consulting
    Charles Schwab 2015 - 2016
    Westlake, Texas, Us
  • Charles Schwab
    Vice President - Senior Financial Consultant
    Charles Schwab 2010 - 2015
    Westlake, Texas, Us
  • Charles Schwab
    Senior Investment Analyst
    Charles Schwab 2007 - 2010
    Westlake, Texas, Us
  • Charles Schwab
    Portfolio Consultant
    Charles Schwab 2000 - 2007
    Westlake, Texas, Us

Scott Sollars, Cfp® Skills

Certified Financial Planner Series 24 Investment Advisory Erisa Mutual Funds Series 7 Series 66

Scott Sollars, Cfp® Education Details

  • University Of Indianapolis
    University Of Indianapolis
    Pre-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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