Financial Consultant Partner

Found in: Careerbuilder One Red US C2 - 2 weeks ago

Birmingham AL 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) PreferredQualifications: 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 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 --s-p-m1-- By applying, you consent to your information being processed by SonicJobs and transmitted to the Employer. See SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions

  • Financial Consultant Partner

    Found in: Jooble US O C2 - 1 week ago

    Birmingham, AL, 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...

  • Financial Consultant Partner

    Found in: Careerbuilder One Red US C2 - 1 week ago

    Birmingham, AL, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt 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...

  • Financial Consultant Partner

    Found in: beBee S US - 2 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...

  • Financial Consultant Partner

    Found in: Lensa US 11 C2 - 1 week 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...

  • Financial Consultant Partner

    1 week 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...

  • Financial Consultant Partner

    1 week 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...

  • Financial Consultant Partner

    Found in: beBee S US - 1 week 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...

  • Financial Consultant Partner- Oklahoma City

    Found in: Careerbuilder One Red US C2 - 1 week ago

    Bethany, OK, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt 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...

  • VP, Financial Consultant

    1 week ago

    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

  • Financial Consultant

    Found in: Resume Library US A2 - 1 week ago

    Birmingham, Alabama, United States StoneX Group Full time

    Overview: Connecting clients to markets – and talent to opportunity   With 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...

  • Financial Consultant

    Found in: Resume Library US A2 - 1 week ago

    Birmingham, Alabama, United States StoneX Group Full time

    Overview: Connecting clients to markets – and talent to opportunity   With 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...

  • Financial Consultant, Schwab Financial Solutions Branch

    Found in: Careerbuilder One Red US C2 - 2 days ago

    Indian Hills, CO, United States Charles Schwab Full time

    Position Type: RegularYour opportunityThe Specialized Relationships Group (SRG) is part of the Investor Services Branch Network organization and is primarily responsible for serving clients across various client segments and through both dedicated and team-based relationship models. The Schwab Financial Solutions Branch, within SRG, is a high-scale...

  • Strategic Business Consultant

    Found in: Careerbuilder One Red US C2 - 1 week ago

    Hartford, CT, United States MassMutual Full time

    The OpportunityAs the Strategic Business Consultant, you'll report into the Head of Advice & Financial Planning to support the organization’s strategic business initiatives and ongoing business functions from feasibility through launch, including the post-launch monitoring. You'll work across multiple initiatives and processes, driving High Net Worth...

  • Strategic Business Consultant

    Found in: Careerbuilder One Red US C2 - 1 week ago

    Worcester, MA, United States MassMutual Full time

    The OpportunityAs the Strategic Business Consultant, you'll report into the Head of Advice & Financial Planning to support the organization’s strategic business initiatives and ongoing business functions from feasibility through launch, including the post-launch monitoring. You'll work across multiple initiatives and processes, driving High Net Worth...

  • VP, Financial Consultant

    7 days ago

    Birmingham, United States CFA Institute Full time

    Position Type: Regular Your Opportunity t 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's commitment tohelping clients own their financial futures. In this...

  • VP, Financial Consultant

    Found in: beBee S US - 1 week ago

    Birmingham, United States Charles Schwab Full time

    Position Type: Regular Your Opportunity t 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's commitment to helping clients own their financial futures....

  • Financial Management Specialist

    Found in: Careerbuilder One Red US C2 - 1 week ago

    Indianapolis, IN, United States Seneca Resources, LLC Full time

    Role: Trading Partner / Financial Management SpecialistLocation: DFAS Indianapolis, IN (Hybrid Remote 2-3 days onsite)Duration: Long Term ContractClearance: Must have or be eligible for Interim Secret (can hold higher clearances)Pay Rate: $100,000 to 120,000 Overview: We are seeking a highly skilled Financial Management Specialist to join our team at DFAS...

  • Analyst - Financial Advisory Services

    1 week ago

    Birmingham, United States CareerBuilder Full time

    Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the...

  • Managing Partner, Consulting, Federal Defense, IT Strategy with Security Clearance

    Found in: Careerbuilder One Red US C2 - 4 days ago

    Arlington, VA, United States Gartner Full time

    About the role: Gartner’s Consulting business is an extension of Gartner’s industry-leading IT ResearchFrom CIOs, to leaders in business and government, we help Gartner clients across enterprises translate insights into transformational actions and achieve their mission-critical prioritiesLeveraging the breadth of Gartner’s resources, Consulting is...

  • Financial Analyst

    1 week 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...