Affluent Client Consultant

2 weeks ago

Pasadena, California, United States Charles Schwab Full time
Position Type: RegularYour Opportunity

At Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking merges with creative problem-solving, enabling us to challenge conventional practices and reshape the finance sector collaboratively.

As a Financial Consultant Partner (FCP), you will be at the forefront of our operations, serving as a trusted ally to our Senior Financial Consultants (FC) and their clientele. By leveraging your expertise, you will enhance both new and existing client relationships, identifying business development prospects while learning from your Senior FC throughout the process.

Your role will support the expansion and management of a prestigious wealth management practice, delivering exceptional service, guidance, and relationship management.

What You Have
  • A valid and active Series 7 license is required (this license may be obtained under a condition of employment through the Branch Network Licensing Program).
  • A valid and active Series 66 (63/65) license is required (these licenses may also be obtained under a condition of employment).
  • Preferred Qualifications:
    • 3+ years of experience in the Financial Services Industry.
    • Excellent written and verbal communication skills.
    • Proven ability to manage multiple tasks simultaneously and prioritize effectively.
    • Capability to identify new relationship development opportunities.
    • Willingness to create, refresh, and present financial plans for practice clients in collaboration with your Senior Financial Consultant(s).
    • Ability to understand and meet client needs while managing expectations effectively.
    • Skill in building and maintaining strong cross-enterprise working relationships.
    • Capability to become a Notary.
    • Experience in updating and compiling client information through Schwab's internal customer relationship management (CRM) tool.
    • Willingness to manage local events as necessary.
What's in it for You

At Charles Schwab, we are dedicated to fostering our employees' personal and professional growth. Our purpose-driven, supportive culture, along with a focus on your development, ensures you have the resources needed to make a meaningful impact in the finance industry.

We offer a competitive benefits package that supports your overall well-being, both now and in the future:

  • 401(k) with company match and Employee Stock Purchase Plan.
  • Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions.
  • Paid parental leave and family-building benefits.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.

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