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Financial Consultant Partner

2 months ago

Walnut Creek, California, United States Charles Schwab Full time
About the Role

We are seeking a highly skilled and experienced Financial Consultant Partner to join our team at Charles Schwab. As a key member of our wealth management team, you will be responsible for providing exceptional service, advice, and relationship management to our affluent clients.

Key Responsibilities
  • Deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. Financial Consultant all along the way.
  • Support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management.
  • Act as a trusted partner to our Sr. Financial Consultants and their practice clients, providing expertise and guidance to help them achieve their financial goals.
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 and effectively manage client expectations.
  • Ability to build and maintain good cross-enterprise working relationships.
  • Capability to become a Notary.
What We Offer
  • A competitive benefits package that takes care of the whole you – both today and in the future.
  • 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.