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Financial Consultant Partner

2 months ago

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

At Charles Schwab, we're seeking a highly skilled and experienced Financial Consultant Partner to join our team. As a key member of our wealth management practice, you will 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 Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with high net worth clients, providing exceptional service, advice, and relationship management.
  • Business Development: Identify and pursue new business opportunities, working closely with Senior Financial Consultants to develop and implement strategies to grow the practice.
  • Financial Planning: Collaborate with Senior Financial Consultants to develop and deliver comprehensive financial plans for practice clients, including investment, retirement, and estate planning.
  • Communication and Collaboration: Effectively communicate with clients, colleagues, and other stakeholders to ensure seamless delivery of services and achieve business objectives.
Requirements
  • Licenses and Certifications: Valid and active Series 7 and Series 66 (63/65) licenses required.
  • Experience: 3+ years of experience in the financial services industry, with a proven track record of success in client relationship management and business development.
  • Skills: Strong written and verbal communication skills, ability to handle multiple tasks simultaneously, and a proven ability to prioritize and manage multiple projects.
What We Offer

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.

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