Financial Consultant Partner
7 days ago
Position Type: RegularMaximise your chances of a successful application to this job by ensuring your CV and skills are a good match.Your 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 haveRequired 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 neededIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.What's in it for youAt Schwab, you're empowered to shape your future. xhuatnn 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 (/summary-of-benefits) 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
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Financial Consultant
2 weeks ago
Carlsbad, California, United States One Pacific Financial Strategies Full timeCONSIDERING CANDIDATES CURRENTLY RESIDING IN SAN DIEGO, CA AND SURROUNDING AREAS ONLYJob SummaryFINANCIAL CONSULTANT - REQUIREMENTSREQUIRED - completed four-year bachelors college degreeMust be a US Citizen or permanent residentDesire for optimal work/life balance career.Remote & work from home options - Approximately 95% of role can be performed remote....
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Financial Consultant Partner
2 weeks ago
CARLSBAD, 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
1 week ago
Carlsbad, 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
7 days ago
Carlsbad, United States Charles Schwab Full timePosition Type: RegularYour opportunityThe full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.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...
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Financial Consultant Partner
7 days ago
Carlsbad, United States Charles Schwab Full timePosition Type: RegularTo be considered for an interview, please make sure your application is full in line with the job specs as found below.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...
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Financial Consultant Partner
5 days ago
Carlsbad, United States Charles Schwab Full timeYour 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...
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Financial Consultant Partner
5 days ago
Carlsbad, 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...
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Financial Consultant Partner
5 days ago
Carlsbad, United States Charles Schwab Full timePosition 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....
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Financial Consultant Partner
1 week ago
Carlsbad, CA, United States Charles Schwab Full timeHere, 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. If you are a licensed financial professional...
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Financial Consultant Partner
1 day ago
Carlsbad, CA, United States Charles Schwab Full timeYour 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...
