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Financial Services Partner

2 months ago

Kansas City, Missouri, United States Charles Schwab Full time
About the Role

At 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.

Key Responsibilities
  • Act as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients.
  • Deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way.
  • Support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management.
  • Develop and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s).
  • Identify new relationship development opportunities and effectively manage client expectations.
  • Build and maintain good cross-enterprise working relationships.
  • Update and compile client information through Schwab's internal customer relationship management (CRM) tool.
  • Manage local events, as needed.
Requirements
  • 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).
  • 3+ years of Financial Services Industry Experience.
  • Strong written and verbal communication skills.
  • Ability to handle several tasks simultaneously and effectively prioritize.
  • 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.
What's in it for you

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.