Financial Consultant Partner

1 week ago

Carlsbad CA, United States Charles Schwab Full time

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. 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. A valid and active Series 7 license is required ( license may be obtained under a condition of employment through Branch Network Licensing Program ) 3+ years of Financial Services Industry Experience Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) 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. 401(k) with company match and Employee stock purchase plan Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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