Financial Consultant Partner- Bethesda, MD

4 days ago

Bethesda, United States Charles Schwab Full time
Position Type: RegularYour 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 Qualifications:

  • 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 Qualifications:

  • 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

 


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 benefits package 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

  • Creative Financial Staffing | AP Specialist – Hybrid in Bethesda MD | bethesda, md

    3 weeks ago

    bethesda, United States Creative Financial Staffing Full time

    li>Our client is a long standing non-for-profit organization in Bethesda!Due to growth, they are hiring an AP Specialist in their MD office!Position is hybrid 2 days in office and 3 days remote! Laptop is provided!Pay: $27-31 per hour, Mon-Fri, 8:00a - 5:00p.This position is temporary, but for the right candidate can become permanent!"The vision of caring...

  • Financial Services Professional

    2 weeks ago

    Bethesda, Maryland, United States New York Life - Bethesda, MD Full time

    Job OverviewWe are seeking a highly skilled and analytical Financial Advisor to join our team at New York Life in Bethesda, MD. As a Financial Advisor, you will be responsible for providing personalized financial guidance to our clients, helping them achieve their long-term financial goals.

  • Nurse Career Opportunities in Bethesda, MD

    2 weeks ago

    Bethesda, Maryland, United States Montcare Bethesda Full time

    Montcare Bethesda is a renowned healthcare provider seeking experienced Registered Nurses to join our team of dedicated professionals.We offer various Full Time, Part Time, and Per Diem positions for skilled Nurses looking to advance their careers.The ideal candidate will be committed to delivering high-quality patient care and passionate about ongoing...

  • Kane Partners LLC | BIM Drafter | bethesda, md

    2 weeks ago

    bethesda, United States Kane Partners LLC Full time

    Kane Partners is searching for a Revit Drafter for a Structural Engineering firm in the Greater Bethesda MD area.Key Responsibilities and Requirements:· Utilize Revit software to create detailed 3D models· Experience working and implementing BIM in a structural engineering firm is preferredExperience in structural production drawings· Collaborate with...

  • Creative Financial Staffing | AP Specialist – Hybrid in Bethesda MD | bethesda, md

    3 weeks ago

    bethesda, United States Creative Financial Staffing Full time

    AP Specialist - Hybrid in Bethesda! About the Company and Opportunity: Our client is a long standing non-for-profit organization in Bethesda! Due to growth, they are hiring an AP Specialist in their MD office! Position is hybrid 2 days in office and 3 days remote! Laptop is provided! Pay: $27-31 per hour, Mon-Fri, 8:00a - 5:00p. This position is temporary,...

  • Financial Services Auditor

    1 week ago

    Bethesda, Maryland, United States GRF CPAs & Advisors Full time

    Job OverviewGRF CPAs & Advisors, a forward-thinking firm in Bethesda, MD seeks an experienced Financial Services Auditor to join our team.Salary Range: $82,000 - $94,000 per yearKey ResponsibilitiesLead and mentor audit staff, reviewing and editing their work to ensure high-quality resultsConduct diversified auditing assignments, preparing comprehensive...

  • Creative Financial Staffing | Senior Accountant

    1 week ago

    Bethesda, United States Creative Financial Staffing Full time

    Senior Accountant - Metro Accessible in BethesdaAbout the Company and Opportunity:Our client is an organization in the Bethesda area with over 50 years in the business of helping their customers in the service industry.Due to an vacancy, they are looking to bring on a Senior Accountant!The position is temporary, but for the right candidate can turn...

  • Creative Financial Staffing | Senior Accountant

    3 weeks ago

    bethesda, United States Creative Financial Staffing Full time

    Senior Accountant - Metro Accessible in BethesdaAbout the Company and Opportunity: Our client is an organization in the Bethesda area with over 50 years in the business of helping their customers in the service industry. Due to an vacancy, they are looking to bring on a Senior Accountant! The position is temporary, but for the right candidate can turn...

  • Creative Financial Staffing | Office Administrator – Free Parking in N. Bethesda MD | north bethesda, md

    1 week ago

    Bethesda, United States Creative Financial Staffing Full time

    Office Administrator - Free Parking in North Bethesda, MD.About the Company and Opportunity:Our client is a non-profit founded about 50 years ago in DC whose focus is to inspire and build up their community.Due to a vacancy, they are hiring a Office Administrator that is 100% onsite. Free parking.This position is temporary and can go permanent for the right...

  • Creative Financial Staffing | Office Administrator – Free Parking in N. Bethesda MD | north bethesda, md

    3 weeks ago

    north bethesda, United States Creative Financial Staffing Full time

    Office Administrator - Free Parking in North Bethesda, MD. About the Company and Opportunity: Our client is a non-profit founded about 50 years ago in DC whose focus is to inspire and build up their community. Due to a vacancy, they are hiring a Office Administrator that is 100% onsite. Free parking. This position is temporary and can go permanent for the...

  • Chiropractor Bethesda, MD

    1 month ago

    bethesda, United States Healthcare Recruitment Counselors Full time

    Chiropractor Bethesda, MD We are looking for a motivated and enthusiastic Chiropractor to join our established practice Full time in Bethesda, MD. Our ideal candidate is passionate about wellness care, a go getter who wants to continue to grow their patient base to serve more in their community- helping others release their innate ability to heal. We are...

  • Chiropractor Bethesda, MD

    1 month ago

    Bethesda, United States Healthcare Recruitment Counselors Full time

    Chiropractor Bethesda, MD We are looking for a motivated and enthusiastic Chiropractor to join our established practice Full time in Bethesda, MD. Our ideal candidate is passionate about wellness care, a go getter who wants to continue to grow their patient base to serve more in their community- helping others release their innate ability to heal. We are...

  • Chiropractor Bethesda, MD

    6 months ago

    Bethesda, United States Healthcare Recruitment Counselors Full time

    Chiropractor Bethesda, MD We are looking for a motivated and enthusiastic Chiropractor to join our established practice Full time in Bethesda, MD. Our ideal candidate is passionate about wellness care, a go getter who wants to continue to grow their patient base to serve more in their community- helping others release their innate ability to heal. We are...

  • Chiropractor Bethesda, MD

    6 months ago

    Bethesda, United States Healthcare Recruitment Counselors Full time

    Chiropractor Bethesda, MD We are looking for a motivated and enthusiastic Chiropractor to join our established practice Full time in Bethesda, MD. Our ideal candidate is passionate about wellness care, a go getter who wants to continue to grow their patient base to serve more in their community- helping others release their innate ability to heal. We are...

  • Chiropractor Bethesda, MD

    1 month ago

    bethesda, United States Healthcare Recruitment Counselors Full time

    Chiropractor Bethesda, MD We are looking for a motivated and enthusiastic Chiropractor to join our established practice Full time in Bethesda, MD. Our ideal candidate is passionate about wellness care, a go getter who wants to continue to grow their patient base to serve more in their community- helping others release their innate ability to heal. We are...

  • Chiropractor Bethesda, MD

    5 months ago

    Bethesda, United States HCRC Staffing Full time

    Chiropractor Bethesda, MD We are looking for a motivated and enthusiastic Chiropractor to join our established practice Full time in Bethesda, MD. Our ideal candidate is passionate about wellness care, a go getter who wants to continue to grow their patient base to serve more in their community- helping others release their innate ability to heal. We...

  • Creative Financial Staffing | AP Specialist – Hybrid in Bethesda MD | bethesda, md

    3 weeks ago

    Bethesda, MD, United States Creative Financial Staffing Full time

    AP Specialist - Hybrid in Bethesda! About the Company and Opportunity: Our client is a long standing non-for-profit organization in Bethesda! Due to growth, they are hiring an AP Specialist in their MD office! Position is hybrid 2 days in office and 3 days remote! Laptop is provided! Pay: $27-31 per hour, Mon-Fri, 8:00a - 5:00p. This position is temporary,...

  • Chiropractor Bethesda, MD

    2 weeks ago

    Bethesda, United States HEALTHCARE RECRUITMENT COUNSELORS Full time

    Job DescriptionJob DescriptionChiropractor Bethesda, MDWe are looking for a motivated and enthusiastic Chiropractor to join our established practice Full time in Bethesda, MD.  Our ideal candidate is passionate about wellness care, a go getter who wants to continue to grow their patient base to serve more in their community- helping others release their...

  • Chiropractor Bethesda, MD

    1 month ago

    Bethesda, United States Healthcare Recruitment Counselors Full time

    Chiropractor Bethesda, MD The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below. We are looking for a motivated and enthusiastic Chiropractor to join our established practice Full time in Bethesda, MD. Our ideal candidate is passionate about wellness care, a go getter who wants to...

  • AP Specialist – Hybrid in Bethesda MD

    3 weeks ago

    bethesda, United States Creative Financial Staffing Full time

    AP Specialist - Hybrid in Bethesda! About the Company and Opportunity: Our client is a long standing non-for-profit organization in Bethesda! Due to growth, they are hiring an AP Specialist in their MD office! Position is hybrid 2 days in office and 3 days remote! Laptop is provided! Pay: $27-31 per hour, Mon-Fri, 8:00a - 5:00p. This position is temporary,...