Financial Consultant Partner
5 days ago
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 effectively prioritizing tasks.
- Collaborate with Sr. Financial Consultants to build, refresh, and deliver financial plans for practice clients, and to uncover and meet client needs and effectively manage client expectations.
- Build and maintain good cross-enterprise working relationships, and gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool.
At Charles Schwab, we are 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
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Financial Consultant Partner
5 days ago
Prairie du Sac, Wisconsin, United States Charles Schwab Full timeAbout the RoleWe 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...
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Financial Consultant Partner
5 days ago
Prairie du Sac, Wisconsin, United States Charles Schwab Full timeAbout the RoleWe 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...
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Fond du Lac, Wisconsin, United States Farm Credit Council Full time{"Job Title": "Tax Consultant", "Job Description": "Job SummaryWe are seeking a highly skilled Tax Consultant to join our team at Compeer Financial. As a Tax Consultant, you will be responsible for providing tax planning, tax preparation services, and signing client tax returns. You will also manage the delivery of tax and accounting products and services,...