Financial Consultant Partner

3 weeks ago

Lexington MA, 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. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. 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. Charles Schwab - Investor Services 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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