Financial Consultant Partner
2 weeks ago
Financial Consultant Partner - Newport Beach, CA at Charles Schwab summary: The Financial Consultant Partner supports Senior Financial Consultants by managing affluent client relationships and identifying new business development opportunities within wealth management. This role requires Series 7 and Series 66 licenses and involves providing financial advice, managing client expectations, and using CRM tools for information management. The position offers mentorship, growth opportunities, and a comprehensive benefits package within a collaborative finance environment.Position Type:Regular Your opportunity At Schwab,you’reempowered to make an impact on your career. Here, innovative thoughtmeetscreative problem solving, helping us “challenge the status quo” and transform the finance industry together.As a Financial Consultant Partner(FCP),you are in the heart of the action,acting as a trusted partnerto ourSr. Financial Consultants(FC)and their practice clients.Through your developedexpertise, youwill deepen new and existing client relationships,uncoveringbusiness development opportunitiesandlearningfromyour Sr. FC all along the way.You’llsupport the growth and management of an affluent wealth management practice,providing exceptional service,advice, andrelationship management.If you are a licensed financial professionalwith a passion for wealth management, and a desire to grow under the mentorship of aseasoned advisor, this could be the role for you. What you have Required Qualifications: A valid and active Series 7 license isrequired(license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) licenserequired(license(s) may be obtained under a condition of employment)Preferred Qualifications:3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proventrack recordto handle several tasks simultaneously and effectively prioritize Ability toidentifynew relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build andmaintaingood cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool Openness to manage local events, as needed In addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’s in it for youAt Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 insuranceKeywords: financial consultant, wealth management, Series 7 license, Series 66 license, client relationship management, financial planning, business development, financial advisor, CRM tools, mentorship
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Financial Reporting Consultant
1 day ago
Newport Beach, United States Pacific Life Full timeFinancial Reporting ConsultantPacific Life is investing in bright, agile, and diverse new talent to ensure we continue to innovate and strengthen relationships with our policyholders. That's why we're actively seeking a Financial Reporting Consultant to join our team to support our centralized accounting team.This role is based in our Newport Beach, CA...
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Financial Analyst
4 days ago
Newport Beach, United States LPL Financial Full timeJob Overview: We are seeking a highly motivated and detail-oriented Client-Facing Trading Specialist to join our dynamic team. This role is a primary point of contact for clients, handling trade-related inquiries and providing real-time support in a fast-paced environment. The ideal candidate will combine a strong understanding of financial markets with...
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Financial Analyst
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Newport Beach, United States LPL Financial Full timeClient-Facing Trading SpecialistWhat if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If...
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Financial Analyst
7 days ago
Newport Beach, United States LPL Financial Full timeClient-Facing Trading SpecialistWhat if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If...
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Senior Financial Representative
4 days ago
Newport Beach, United States LPL Financial Full timeJob Overview: The Advisor of the Wealth Advisor Group is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will help maintain our book of 120,000 clients, examine clients immediate and long term investment needs, and help design solutions that best meet their...
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Financial Services Consultant I
2 weeks ago
Newport, OR, United States Oregon State Credit Union Full timeDo you thrive in a dynamic environment where you can make a meaningful impact on people's financial well-being? Join our team as a Financial Services Consultant and be a part of a community-focused credit union that values integrity, unsurpassed service, and member focus. At Oregon State Credit Union, you'll find an amazing place to work and the opportunity...
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VP, Financial Consultant- Newport Beach, CA
2 weeks ago
Newport Beach, United States Charles Schwab Full timeVP, Financial Consultant- Newport Beach, CA at Charles Schwab summary: The VP, Financial Consultant at Schwab provides comprehensive wealth management and financial planning advice to existing clients, focusing on building strong, trust-based relationships. The role requires securities licenses and involves managing client assets across retirement,...
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Senior Financial Representative
2 days ago
Newport Beach, CA, United States LPL Financial Holdings, Inc. Full timeWhat if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step,...
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Senior Financial Representative
4 days ago
Newport Beach, CA, United States LPL Financial Holdings, Inc. Full timeWhat if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step,...
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VP, Financial Consultant- Newport Beach, CA
3 weeks ago
Newport Beach, United States Charles Schwab Full timePosition Type: RegularPlease read the information in this job post thoroughly to understand exactly what is expected of potential candidates.Your opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry...
