![Charles Schwab](https://media.trabajo.org/img/noimg.jpg)
Financial Consultant Partner
1 week ago
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 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
Q
ualifications
:
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
Q
ualifications
:
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
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