Financial Consultant Partner
2 days ago
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 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, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance
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Financial Consultant Partner
2 days ago
THE WOODLANDS, United States Charles Schwab Full timePosition 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 our Sr....
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Financial Consultant Partner
2 days ago
THE WOODLANDS, United States Charles Schwab Full timePosition 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....
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Financial Consultant I
4 weeks ago
The Woodlands, United States Fidelity Investments Full timeJob Description:Are you ready to use your life experience to make a bigger impact?Is it time to explore new challenges and acquire new skills? If you’re considering a fresh start in a new career or returning to work after a career break - we have the perfect solution for you! Whether you are transitioning from another industry or returning to work full...
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Financial Consultant I
4 weeks ago
The Woodlands, United States Fidelity Investments Full timeJob Description:Are you ready to use your life experience to make a bigger impact?Is it time to explore new challenges and acquire new skills? If you’re considering a fresh start in a new career or returning to work after a career break - we have the perfect solution for you! Whether you are transitioning from another industry or returning to work full...
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Financial Consultant I
3 weeks ago
The Woodlands, United States Soteria Reinsurance Ltd. Full timeFinancial Consultant I - The Woodlands, TX page is loaded## Financial Consultant I - The Woodlands, TXlocations: 1701 Lake Robbins Dr, The Woodlands TXtime type: Full timeposted on: Posted Yesterdayjob requisition id: 2120928## ## Job Description: **Have you always had an interest in investment** We offer a Financial Consultant opportunity that...
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The Woodlands, United States Soteria Reinsurance Ltd. Full timeA financial services company in The Woodlands, TX seeks a Financial Consultant I to deliver comprehensive investment solutions and mentorship in a dynamic sales environment. Candidates should have 5+ years of sales experience and a passion for helping clients achieve financial success. This role offers robust training and a structured path to career...
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Senior Tax Consultant
2 weeks ago
The Woodlands, United States Unity Search Group Full timeSenior Tax Consultant | UNITY. International Tax Strategy | M&A and Business Structuring About the Project Unity is searching for a Senior Tax Consultant for a 6–9-month contract assignment with an energy client based in The Woodlands, TX. The ideal candidate/ consultant should have extensive experience analyzing the U.S. and international tax...
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Senior Accounting Consultant
6 days ago
The Woodlands, United States Jobot Full timeImmediate "Hybrid" Consulting Need! Senior Accountant-level for The Woodlands-based Energy company!!This Jobot Consulting Job is hosted by: John ArmelAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $50 - $70 per hourA bit about us:We are currently on the lookout for an innovative and analytical Senior...
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Senior Accounting Consultant
3 days ago
The Woodlands, United States Jobot Full timeImmediate "Hybrid" Consulting Need! Senior Accountant-level for The Woodlands-based Energy company!!This Jobot Consulting Job is hosted by: John ArmelAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $50 - $70 per hourA bit about us:We are currently on the lookout for an innovative and analytical Senior...
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Investment Consultant
3 weeks ago
The Woodlands, United States VaultVestor Full timeInvestment Consultant - The Woodlands, TX page is loaded## Investment Consultant - The Woodlands, TXlocations: 1701 Lake Robbins Dr, The Woodlands TXtime type: Full timeposted on: Posted Todayjob requisition id: 2120925## ## Job Description:## Investment ConsultantYou joined the financial services industry to make a difference in the lives of your...
