Financial Consultant Partner- Lone Tree, CO

2 months ago

Pine, 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

  • Consulting Utility Forester

    2 weeks ago

    Idyllwild-Pine Cove, United States Eocene Environmental Group of the West, Inc. Full time $27 - $30

    **Must be ISA Certified**As our next Consulting Utility Forester, you’re on your way to the open road and traveling the trails! We keep the lights on anywhere there’s a power line - whether in the city, the rural countryside, or deep in the remote forest. As a Consulting Utility Forester, you’ll keep communities informed about the trees and power...

  • Consulting Utility Forester

    5 days ago

    Idyllwild-Pine Cove, California, United States Eocene Environmental Group of the West, Inc. Full time

    About the RoleWe are seeking a highly skilled and experienced Forestry Specialist to join our team at Eocene Environmental Group of the West, Inc. as a Consulting Utility Forester. As a key member of our team, you will play a critical role in ensuring the safe and efficient delivery of power to our customers.Key ResponsibilitiesCommunity Outreach: Develop...

  • Senior Business Consultant

    3 days ago

    La Pine, United States ION Full time

    The Role Join our Delivery Services team where opportunities are available to grow your consulting skills with award-winning software solutions. ION consultants engage with prominent energy and commodities clients all over the world. Our open roles include the Senior Business Consultant position responsible for contributing to the success of the projects by...

  • Chief Financial Officer, Land Bank Twin Cities

    1 week ago

    Pine City, United States ABFE Full time

    Chief Financial Officer, Land Bank Twin Cities Mission: The Land Bank captures strategic real estate opportunities to benefit people with low to moderate incomes, prioritizing BIPOC+ and populations facing barriers. Vision: All people in the seven-county metropolitan region of the Twin Cities have the opportunity to live and prosper in a community of their...

  • Field Sales Consultant

    2 weeks ago

    Pine Bluff, Arkansas, United States Hayes Agencies Full time

    Job OverviewWe are in search of ambitious Field Sales Consultants to contribute to our ongoing success and expansion. This role offers a unique chance to make a substantial impact on our clientele while pursuing your financial and professional aspirations.Ideal Candidates Will:Exhibit a strong drive for successBe open to coaching and learningDesire autonomy...

  • Chief Financial Officer, Land Bank Twin Cities

    5 days ago

    Pine City, Minnesota, United States ABFE Full time

    About the RoleWe are seeking a highly skilled and experienced Chief Financial Officer to join our team at ABFE. As a key member of our leadership team, the CFO will be responsible for developing and overseeing our financial systems, strategies, and operations to support the organization's growth and success.Key ResponsibilitiesFinancial OversightClosely...

  • Insurance Sales Consultant

    1 week ago

    Pine Bluff, Arkansas, United States Kelly Gillis - State Farm Agent Full time

    Job OverviewPosition Summary:Join a dynamic team as an Insurance Sales Consultant with Kelly Gillis - State Farm Agent. This role is ideal for an enthusiastic, career-driven individual eager to foster customer relationships and promote a range of insurance products, including auto, home, and life insurance.Key Responsibilities:Deliver exceptional customer...

  • Registered Dental Hygienist

    4 weeks ago

    Pine Valley, United States Dentist Partner Pros Full time

    Title: Registered Dental Hygienist Location: St. George, UT Status: Full-TimeDescription: Gateway Oral Health Center is an established fee-for-service, private practice that has carved out a powerful niche in biologic/holistic dentistry & is looking for a hygienist to join their team! If you like to help patients understand dental health challenges, this...

  • Locum Nurse Practitioner

    2 months ago

    Pine Bluff, United States LocumJobsOnline Full time

    LocumJobsOnline is working with LocumTenens.com to find a qualified Pediatrics NP in Pine Bluff, Arkansas, 71601!About The PositionAn outpatient pediatric clinic is seeking a pediatric nurse practitioner for locum tenens coverage.In Pine Bluff, Arkansas, explore the Arkansas Railroad Museum to learn about the state's railroading history or enjoy outdoor...

  • Locum Physician

    3 months ago

    Pine Bluff, United States LocumJobsOnline Full time

    LocumJobsOnline is working with LocumTenens.com to find a qualified Pediatrics MD in Pine Bluff, Arkansas, 71601!About The PositionAn outpatient pediatric clinic is seeking a pediatrician for locum tenens coverage.In Pine Bluff, Arkansas, explore the Arkansas Railroad Museum to learn about the state's railroading history or enjoy outdoor activities at...

  • Gastroenterology Full-Time position in Pine Bluff, Arkansas

    2 months ago

    Pine Bluff, United States Fidelis Partners Full time

    **Are you a passionate gastroenterologist seeking a fulfilling career with a supportive team and excellent work-life balance?** Look no further! We offer a phenomenal opportunity to join a thriving practice and live in a dynamic Southern city known for combining affordability, opportunity, natural beauty, and culture, making it an attractive destination for...

  • Insurance Sales Consultant

    1 week ago

    Pine Bluff, Arkansas, United States Kelly Gillis - State Farm Agent Full time

    ROLE OVERVIEW:Kelly Gillis - State Farm Agent is in search of a compassionate and skilled individual for the position of Life and Health Insurance Advisor - State Farm Agent Team Member. As a dedicated professional, you will promote exceptional Life and Health insurance solutions to support clients and their families during critical times. Your background in...

  • Academic Support Consultant

    2 weeks ago

    Pine Ridge, South Dakota, United States Ladgov Corporation Full time

    Position OverviewJob Title: Education AdvisorLocation: Minot AFB, NDTravel: N/AKey Responsibilities:Provide guidance to active-duty Air Force personnel regarding all educational opportunities available through voluntary off-duty programs.Disseminate information and necessary documentation to potential candidates for specialized Air Force educational...

  • Market Operations Specialist

    2 weeks ago

    Pine Bluff, Arkansas, United States Brookshire Grocery Company Full time

    About Brookshire Grocery Company Brookshire Grocery Company (BGC) is a family-owned business with over 205 stores across four states. We pride ourselves on offering our partners a comprehensive benefits package, including medical, dental, vision, paid time off, stock ownership, and more. Job Summary As a Market Operations Specialist, you will play a vital...

  • 650k Gastroenterology Opportunity in a Vibrant Southern City

    2 weeks ago

    Pine Bluff, United States Curative Full time

    Job DescriptionJob DescriptionAre you a passionate gastroenterologist seeking a fulfilling career with a supportive team and excellent work-life balance? Look no further! We offer a phenomenal opportunity to join a thriving practice and live in a dynamic Southern city known for combining affordability, opportunity, natural beauty, and culture, making it an...

  • Outreach & Enrollment Advisor

    4 weeks ago

    La Pine, United States La Pine Community Health Center Full time

    Job DescriptionJob DescriptionDescription:Position SummaryTo provide assistance to the organization’s patients at all of our locations by finding services that the patient needs to take care of their non-medical social and financial needs. This will include working with community partners and local and state organizations. Patient confidentiality and...

  • Corporate Credit

    2 weeks ago

    Pine, United States DISH Full time

    Company SummaryDISH, an EchoStar company, has been reimagining the future of connectivity for more than 40 years. Our business reach spans satellite television service, live-streaming and on-demand programming, smart home installation services, mobile plans and products and now we are building Americas First Smart Network. Today, our brands include...

  • Gastroenterology Full-Time position in Pine Bluff, Arkansas

    2 months ago

    Pine Bluff, Arkansas, United States Fidelis Partners Full time

    **Are you a passionate gastroenterologist seeking a fulfilling career with asupportive team and excellent work-life balance?** Look no further We offer aphenomenal opportunity to join a thriving practice and live in a dynamicSouthern city known for combining affordability, opportunity, natural beauty,and culture, making it an attractive destination for...

  • Gastroenterology Full-Time position in Pine Bluff, Arkansas

    1 month ago

    Pine Bluff, Arkansas, United States Fidelis Partners Full time

    **Are you a passionate gastroenterologist seeking a fulfilling career with asupportive team and excellent work-life balance?** Look no further We offer aphenomenal opportunity to join a thriving practice and live in a dynamicSouthern city known for combining affordability, opportunity, natural beauty,and culture, making it an attractive destination for...

  • Assistant Market Manager

    2 months ago

    Pine Bluff, United States Brookshire Grocery Company Full time

    Assistant Market ManagerApply now »Posting Date: Jul 24, 2024Location: Pine Bluff, ARCompany: Brookshire Grocery CompanyBrookshire Grocery Company (BGC) is a family business based in Tyler, Texas, and currently operates more than 205 stores in four states – Texas, Louisiana, Arkansas, and Oklahoma – with three distribution centers and a corporate...