Financial Consultant Partner

3 weeks ago


Denver, Colorado, United States Charles Schwab Full time
Job Summary

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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