Financial Consultant Partner
3 weeks ago
We are seeking a highly skilled 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 and advice to our affluent clients.
Key Responsibilities:
- Develop and maintain strong relationships with clients to understand their financial goals and objectives.
- Provide personalized financial planning and investment advice to clients.
- Work closely with our Sr. Financial Consultants to identify business development opportunities and deepen client relationships.
- Support the growth and management of an affluent wealth management practice.
- Stay up-to-date with industry trends and developments to provide expert advice to clients.
Requirements:
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) license.
- 3+ years of experience in the financial services industry.
- Strong written and verbal communication skills.
- Ability to handle multiple tasks simultaneously and prioritize effectively.
- Ability to identify new relationship development opportunities.
- Openness to build, refresh, and deliver financial plans for practice clients.
- 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.
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.
About Us:
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.
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