Financial Consultant Partner

3 weeks ago


Birmingham, United States Charles Schwab Full time
Position Type: Regular Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

As a Financial Consultant Partner (FCP) , you are in the heart of the action , acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise , you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management . If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor , this could be the role for you.
What you have

Required Q ualifications :
A valid and active Series 7 license is required ( license may be obtained under a condition of employment through Branch Network Licensing Program ) A valid and active Series 66 (63/65) license required ( license(s) may be obtained under a condition of employment )
Preferred Q ualifications :
3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool Openness to manage local events, as needed
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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.

We offer a competitive 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

  • Birmingham, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our...


  • Birmingham, United States The Charles Schwab Corporation Full time

    At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm Financial Consultant, Financial Planning, Consultant, Financial, Client Relations, Banking, Management


  • Birmingham, AL, United States StoneX Full time

    OverviewConnecting clients to markets – and talent to opportunityWith 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class...

  • Financial Analyst

    3 days ago


    Birmingham, United States Southern Company Full time

    Play a key role in implementing Enterprise Foundations related reporting and analysis Preparing in-depth analysis to develop costing models that help streamline processes and to gain efficiencies Analyzing financial risks and opportunities and develo Financial Analyst, Analyst, Accounting, Financial, Financial Planning, Business Partner, Manufacturing,...

  • Financial Analyst

    2 weeks ago


    Birmingham, United States Better Hire Full time

    Job DescriptionJob DescriptionEssential Duties and Responsibilities: Support new facility site(s) set up and geographic location that provides company synergiesDrive financial process standardization and policy complianceJustify CAPEX investments and track ROIProvide support for month-end reviews, forecasts, and annual operating plansHost regular review/ad...

  • Financial Analyst

    3 weeks ago


    Birmingham, United States Better Hire Full time

    Job DescriptionJob DescriptionEssential Duties and Responsibilities: Support new facility site(s) set up and geographic location that provides company synergiesDrive financial process standardization and policy complianceJustify CAPEX investments and track ROIProvide support for month-end reviews, forecasts, and annual operating plansHost regular review/ad...


  • Birmingham, United States Lord Search & Selection Full time

    c. 75,000 pa + Bonus + Excellent Benefits and Flexible Working Based from home with requirement to access Birmingham offices weekly The Company Our client is a PE backed market leading specialist providing business critical services that support the infrastructure of some of the UK's largest companies. They are looking to appoint a qualified, experienced...

  • Financial Analyst

    3 weeks ago


    Birmingham, United States VetJobs Full time

    Job Description ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set,...


  • Birmingham, United States Bureau of the Fiscal Service Full time

    Summary PLEASE NOTE: Based on the current hiring restrictions, selectees may be subject to additional approvals prior to an offer being extended. This position is located at Bureau of the Fiscal Service, Systems and Project Support Division. As a/an Senior Financial Systems Analyst, you will coordinate the activities of various component...


  • Birmingham, United States RCQ Associates - Financial Markets Specialists Full time

    Infrastructure Senior AssociateBirmingham, AL (On-Site)Our client has an opening for an Associate or Senior Associate within the Infrastructure group. You will serve in the company’s Infrastructure team and be involved in all aspects of the investment process for the power generation assets in the infrastructure investment funds managed by the company.This...


  • Birmingham, United States RCQ Associates - Financial Markets Specialists Full time

    Infrastructure Senior AssociateBirmingham, AL (On-Site)Our client has an opening for an Associate or Senior Associate within the Infrastructure group. You will serve in the company’s Infrastructure team and be involved in all aspects of the investment process for the power generation assets in the infrastructure investment funds managed by the company.This...


  • Birmingham, United States Croda Full time

    Financial Reporting Specialist - ERP System Location: Acton Rd. - Avanti Address: 2550 Acton Road, Birmingham, AL 35243 Vacancy ID: 3687 Position Summary: The Avanti Polar Lipids Financial Reporting Specialist - ERP System isresponsible for assisting in managing the day-to-day operations of theAccounting department with focus on supporting ERP system...


  • Birmingham, United States Southern Research Full time

    Director, Financial Planning & Analysis General Summary Reporting directly to the Chief Financial Officer and partnering with business leaders, the Director of Financial Planning & Analysis (FP&A) oversees the organization's financial planning and analysis functions.  The director of FP&A will be responsible for analyzing organizational budgets and...


  • Birmingham, United States Southern Research Institute Full time

    Director, Financial Planning & Analysis General Summary Reporting directly to the Chief Financial Officer and partnering with business leaders, the Director of Financial Planning & Analysis (FP&A) oversees the organization's financial planning and analysis functions.  The director of FP&A will be responsible for analyzing organizational budgets and...


  • Birmingham, United States Southern Research Institute Full time

    Director, Financial Planning & Analysis General Summary Reporting directly to the Chief Financial Officer and partnering with business leaders, the Director of Financial Planning & Analysis (FP&A) oversees the organization's financial planning and analysis functions. The director of FP&A will be responsible for analyzing organizational budgets and...


  • Birmingham, United States State Street Corporation Full time

    Work with a team of external and internal wholesalers in an effort to build relationships with top financial advisors in the Broker Dealer Channel as well as provide valuable client solutions to assist advisors in growing their business using State S Dealer, Advisor, Broker, Consultant, VP, Global, Banking


  • Birmingham, United States German American Chambers Of Commerce Full time

    We are currently seeking a Senior Tax Associate to join our practice in Birmingham, Alabama. You will work with a select team providing tax compliance services to predominately manufacturing and distribution clients. You must be able to manage projects, work under time pressures, multi-task and communicate effectively both verbal and written. The right...


  • Birmingham, United States German American Chambers of Commerce Full time

    We are currently seeking a Senior Tax Associate to join our practice in Birmingham, Alabama. You will work with a select team providing tax compliance services to predominately manufacturing and distribution clients. You must be able to manage projects, work under time pressures, multi-task and communicate effectively both verbal and written. The right...

  • Pre-Sales Consultant

    3 weeks ago


    Birmingham, United States Experlogix Inc Full time

    **Pre-Sales Consultant / Solution Engineer** Sales Veenendaal, UTRECHT Minimum Experience **Mid-level** Experlogix is een groeiende organisatie en op zoek naar een Pre-Sales Consultant / Solutions Engineer voor haar Xpertdoc producten. In deze positie adviseer jij bedrijven die genteresseerd zijn in onze document generatie oplossingen over de functionele en...

  • Tax Manager

    3 weeks ago


    Birmingham, United States Sterling Freeman Full time

    Tax Manager - Birmingham CPA Firm Just like we care about our clients, we care about our employees. We're an industry leader in performance management, compensation, and work life balance - we reward results, not hours - so our team members enjoy a better lifestyle and better earnings potential. Our clients are leaders in the most dynamic industries in the...