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Wealth Management Consultant
2 months ago
Your Opportunity
At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to challenge the status quo and transform the finance industry collaboratively.
As a Wealth Management Consultant Partner, you will be at the center of the action, serving as a trusted ally to our Senior Financial Advisors and their clientele. Through your honed expertise, you will enhance both new and existing client relationships, identifying business development opportunities while learning from your Senior Advisors throughout the process. You will contribute to the growth and management of a prosperous wealth management practice, delivering exceptional service, guidance, and relationship management. If you are a licensed financial professional with a passion for wealth management and a desire to develop under the mentorship of an experienced advisor, this role may be ideal for you.
What You Have
+ 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 is required (license(s) may be obtained under a condition of employment).
Preferred Qualifications:
+ 3+ years of experience in the Financial Services Industry.
+ Strong written and verbal communication skills.
+ Proven ability to manage multiple tasks simultaneously and prioritize effectively.
+ Capacity to identify new relationship development opportunities.
+ Willingness to create, update, and deliver financial plans for practice clients in collaboration with your Senior Financial Consultant(s).
+ Ability to uncover and meet client needs while effectively managing client expectations.
+ 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.
+ Openness to manage local events as required.
What's in it for You
At Charles Schwab, we are dedicated to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you will receive the tools necessary to make a positive impact in the finance industry.
We provide a competitive benefits package that addresses your holistic needs 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.
Charles Schwab is an affirmative action employer, focused on employing and advancing in employment qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, please reach out to Human Resources.
