Financial Services Professional

5 days ago


Naples, Florida, United States Charles Schwab Full time
Join Our Team as a Financial Consultant Partner

At 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 deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You will support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management.

We are looking for a licensed financial professional with a passion for wealth management and a desire to grow under the mentorship of a seasoned advisor. If you have 3+ years of Financial Services Industry Experience, strong written and verbal communication skills, and the ability to handle multiple tasks simultaneously, we encourage you to apply.

Our ideal candidate will have a proven track record of identifying new relationship development opportunities, building and maintaining good cross-enterprise working relationships, and becoming a Notary. They will also be open to managing local events and updating client information through our internal CRM tool.

In addition to a competitive salary range, this role is eligible for bonus or incentive opportunities. We offer a comprehensive benefits package that takes care of the whole you, including 401(k) with company match, paid time off, and tuition reimbursement.

What We Offer
  • Competitive salary range
  • Bonus or incentive opportunities
  • Comprehensive benefits package
  • 401(k) with company match
  • Paid time off
  • Tuition reimbursement


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