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Financial Consultant Partner

2 months ago

Prairie du Sac, Wisconsin, United States Charles Schwab Full time
About the Role

We are seeking a highly skilled Financial Consultant Partner to join our team at Charles Schwab. As a key member of our organization, 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
  • Act as a trusted partner to our Sr. Financial Consultants and their practice clients, providing exceptional service, advice, and relationship management.
  • Develop expertise in financial planning and wealth management, with a focus on building and maintaining strong client relationships.
  • Support the growth and management of an affluent wealth management practice, including identifying new relationship development opportunities and delivering financial plans for practice clients.
  • Collaborate with Sr. Financial Consultants to uncover and meet client needs, effectively manage client expectations, and build and maintain good cross-enterprise working relationships.
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 identify new relationship development opportunities and effectively prioritize tasks
  • Openness to build, refresh, and deliver financial plans for practice clients in partnership with Sr. Financial Consultants
  • 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
About Charles Schwab

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