See more Collapse

Financial Consultant Partner

2 months ago

Orange OH 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

We have other current jobs related to this field that you can find below

  • Financial Consultant Partner

    2 months ago

    Orange, United States Istituto Marangoni Full time

    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...

  • Manager Consulting

    1 month ago

    Pittsburgh, PA, United States Cognizant Full time

    Manager Consulting, Cognizant Consulting Banking & Financial Services Consulting ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative...

  • Manager Consulting

    21 hours ago

    Pittsburgh, PA, United States Cognizant Full time

    Manager Consulting, Cognizant Consulting Banking & Financial Services Consulting ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative...

  • Manager Consulting

    20 hours ago

    Chicago, IL, United States Cognizant Full time

    Manager Consulting (Payment Card network) Banking & Financial Services Consulting ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and...

  • Trust Bank Financial Advisor

    2 weeks ago

    Kennesaw, GA, United States COUNTRY Financial Full time

    Job DescriptionJob Description Description Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.Were looking for an experienced insurance and...

  • Financial Crimes Senior Consultant

    4 weeks ago

    Charlotte, NC, United States NTT DATA Full time

    Req ID: 267355 NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Financial Crimes Senior Consultant to join our team in Charlotte, North Carolina (US-NC), United States...

  • Senior Consultant

    1 day ago

    Chicago,IL-200 N laSalleSt, IL, United States Cognizant Full time

    Senior Consultant - Banking & Financial Services Consulting location: Charlotte, NC ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative...

  • Manager Consulting

    6 days ago

    Chicago,IL-200 N laSalleSt, IL, United States Cognizant Full time

    Manager Consulting (Payment Card network) Banking & Financial Services Consulting ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and...

  • Chief Financial Officer

    4 weeks ago

    Orange, United States B2B CFO Full time

    Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to control your career while...

  • Financial Advisor

    2 weeks ago

    Nashville, TN, United States Financial & Tax Architects LLC Full time

      Compensation: Base + Commission. On-target earnings up to $200,000+. Unlimited earning potential! Location:  Nashville, TN (Onsite work required). Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele. Job Type: Full-time W-2 position. Retirement Financial Advisor Requirements: Active...

  • Investment Consultant

    3 weeks ago

    Dunbarton, NH, 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. Our branch network is part of the broader Investor Services organization and is primarily responsible for...

  • Financial Analyst, FP&A

    3 weeks ago

    Orange, California, United States Prospect Medical Holdings, Inc. Full time

    REMOTE/ RESIDE IN CALIFORNIAThe Financial Analyst, FP&A will be responsible for all aspects of statistical gathering and financial analysis of all significant financial business strategies. The analyst will be critical in the supporting role of developing and analyzing the operating and capital budgets.Prospect Medical Holdings' ability to deliver quality,...

  • Financial Analyst

    1 month ago

    Orange, United States HELP - Hire Healthcare Full time

    Financial Analyst for Local Hospital $40/HOUR! Client is looking for Financial Analyst for one of the best medical facilities in the area. Perks & Benefits For The Financial Analyst Competitive Salary Insurance Health Schedule Day 5x8-Hour (08:00 - 17:00) Job Summary Involves the processing and servicing of a variety of operational, personnel, and financial...

  • Associate Financial Advisor

    4 weeks ago

    Orange, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an...

  • Associate Financial Advisor

    1 month ago

    Orange, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    2 weeks ago

    Orange, United States Edward Jones Full time

    Job DescriptionClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial...

  • Associate Financial Advisor

    1 month ago

    Orange, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an...

  • Associate Financial Advisor

    1 month ago

    Orange, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Project Consultant

    4 weeks ago

    Orange, United States Advatix Full time

    Project Consultant Role Description The Project Consultant (temp/contract) reports to the Project Manager and will be self-directed to build strong relationships with internal and external stakeholders. Partnering closely with the talent team, this role is dedicated to championing a successful location launch for a large client in the grocery delivery...

  • Financial Planning Consultant Enterprise Finance

    4 weeks ago

    Raleigh, NC, United States WakeMed Full time

    About WakeMed:Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit www.wakemed.org.EOEPosition Information:The Financial Planning...