Financial Consultant Partner

3 weeks ago


EAST NAPLES, 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 

 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


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


  • Naples, Florida, United States Charles Schwab Full time

    Join Our Team as a Financial Consultant PartnerAt Charles 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're seeking a highly skilled Financial Consultant...


  • Naples, Florida, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're seeking a highly skilled Financial Consultant Partner to join our team. As a key member of our wealth management practice, you'll play a critical role in deepening client relationships, uncovering business development opportunities, and supporting the growth and management of an affluent wealth management practice.Key...


  • Naples, Florida, United States Charles Schwab Full time

    {"h1": "Your Opportunity at Charles Schwab", "p": "At Charles Schwab, you'll have the chance to make a meaningful impact on your career and the finance industry. As a Financial Consultant Partner, you'll be a trusted advisor to our Sr. Financial Consultants and their clients, helping to deepen relationships, uncover business opportunities, and support the...


  • Naples, United States Charles Schwab Full time

    Position Type: Regular 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...


  • Naples, Florida, United States Prudential Financial Full time

    The ideal candidate will deliver tailored investment solutions to help clients achieve their long-term financial objectives. They should be comfortable creating comprehensive financial plans and cross-checking work to ensure complete accuracy of information.Key ResponsibilitiesProvide expert financial planning support to clientsCollaborate with investment...

  • Financial Consultant

    4 weeks ago


    Naples, Florida, United States Empower Full time

    Grow Your Career with EmpowerAt Empower, we're committed to helping our customers achieve their long-term financial goals. As a Financial Consultant, you'll play a critical role in providing personalized support and guidance to our clients, helping them navigate the complexities of retirement savings and investment planning.Key Responsibilities:Provide...

  • Financial Manager

    4 weeks ago


    Naples, Florida, United States Creative Financial Staffing Full time

    Controller OpportunityCreative Financial Staffing is seeking a highly skilled Controller to join our client's team in Naples, FL.About the CompanyOur client is a 100% employee-owned manufacturing company with over 50 years of experience in their industry. They are a leader in their field and continue to show steady growth.Job SummaryThe Controller will be...


  • Naples, Florida, United States Charles Schwab Full time

    Financial Consultant Partner OpportunityAs a Financial Consultant Partner at Charles Schwab, you'll be at the heart of the action, acting as a trusted partner to our Sr. Financial Consultants and their practice clients. You'll deepen new and existing client relationships, uncover business development opportunities, and learn from your Sr. FC all along the...


  • Naples, Florida, United States Charles Schwab Full time

    Join Our Team as a Financial Consultant PartnerAt Charles Schwab, we empower our employees to make a positive impact on their careers and the finance industry. As a Financial Consultant Partner, you will be at the heart of our action, acting as a trusted partner to our Sr. Financial Consultants and their practice clients.As a key member of our team, you will...


  • East Brunswick, New Jersey, United States Wipro Full time

    About the RoleWe are seeking a highly skilled and experienced Business Consulting Partner to join our team at Wipro Limited. As a Business Consulting Partner, you will be responsible for driving business growth and transformation in the Agriculture Industry. You will work closely with our clients to understand their business needs and develop strategies to...

  • Consulting Partner

    4 months ago


    East Brunswick, United States Wipro Full time

    CPG - Food & Beverage Industry Business Consulting Partner Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading global information technology, consulting, and business process services company. The company harnesses the power of cognitive computing, hyper-automation, robotics, cloud, analytics, and emerging technologies to help their clients adapt...


  • East Rochester, New York, United States Creative Financial Staffing Full time

    Financial Operations AssociateAt Creative Financial Staffing, we're seeking a highly organized and detail-oriented Financial Operations Associate to join our AR/Billing team. As a key member of our team, you'll play a crucial role in maintaining our financial operations, resolving partner billing inquiries, and collaborating with other departments to address...


  • East Rochester, New York, United States Creative Financial Staffing Full time

    Financial Operations RoleThis is an exciting opportunity to join our team as a Financial Operations Associate. As a key member of our financial operations team, you will play a crucial role in maintaining our financial operations. Your responsibilities will include:Resolving partner billing inquiries through various communication channelsCollaborating with...


  • East Rutherford, New Jersey, United States Creative Financial Staffing Full time

    Senior Accountant Job DescriptionOur client, a rapidly growing logistics company in East Rutherford, New Jersey, is seeking a Senior Accountant to join their team. As a Senior Accountant, you will play a key role in the company's financial operations, working closely with the CFO and managing partners.About the FirmEstablished firm with a strong presence in...

  • Consulting Partner

    2 months ago


    East Brunswick, United States Wipro Technologies Full time

    CPG – Food & Beverage Industry Business Consulting Partner Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading global information technology, consulting, and business process services company. The company harnesses the power of cognitive computing, hyper-automation, robotics, cloud, analytics, and emerging technologies to help their clients...

  • Financial Planner

    2 weeks ago


    Naples, Florida, United States Fidelity Investments Full time

    Job SummaryWe are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will engage with clients to understand their financial goals and provide personalized investment solutions to help them achieve their objectives.Key ResponsibilitiesBuild and maintain strong relationships with clients to...

  • Client Partner

    4 weeks ago


    East Brunswick, United States Randstad Full time

    *This is a remote opening where our division is looking for a Client Partner to farm and hunt Insurance based clients in the North East and Midwest region. Eligible candidates can sit in either EST or CT time zones. Eligible candidates must have Sales/Consulting experience in the tech industry into Insurance based accounts.* Randstad, the world's leading...

  • client partner

    4 weeks ago


    East Brunswick, United States Randstad Full time

    Seeking a seasoned Client Partner to drive sales growth and client relationships in the Insurance industry, leveraging expertise in tech and consulting to deliver innovative solutions. Randstad, a global leader in talent solutions, is investing in a Client Partner to spearhead a high-performing sales operation for Randstad Digital. This role will be...

  • Client Partner

    1 week ago


    East Brunswick, New Jersey, United States Randstad USA Careers Full time

    Join Randstad USA Careers as a Client Partner and drive business growth in the Insurance industry!Randstad USA Careers is seeking a highly skilled Client Partner to lead our sales efforts in the Insurance sector. As a Client Partner, you will be responsible for structuring, developing, and leading a high-performing sales operation to secure new business,...


  • East Rutherford, New Jersey, United States Creative Financial Staffing Full time

    About the RoleCreative Financial Staffing is partnering with a leading global logistics firm to find a skilled Collections Specialist to join their team.This is a fantastic opportunity to work with a stable and growing company that has been around for 20 years, with a strong focus on making shipments worldwide.Key ResponsibilitiesProcess daily checks, wires,...