Join Charles Schwab as a Financial Consultant Partner where you will drive impactful client relationships and support the growth of a wealth management practice. This role offers an opportunity to work closely with experienced financial consultants, providing exceptional service and advice to clients while developing your expertise in the finance industry.
Key Responsibilities
Act as a trusted partner to Senior Financial Consultants
Support the growth and management of an affluent wealth management practice
Provide exceptional service, advice, and relationship management
Deepen client relationships and uncover business development opportunities
Required Qualifications
A valid and active Series 7 license
A valid and active Series 66 (63/65) license
Preferred Qualifications
3+ years of Financial Services Industry Experience
Strong written and verbal communication skills
Proven track record to handle several tasks simultaneously and effectively prioritize
Ability to identify new relationship development
Openness to build, refresh, and deliver financial plans
Ability to uncover and meet client needs
Ability to build and maintain good cross-enterprise working relationships
Capability to become a Notary
Experience updating and compiling client information through CRM tools
Openness to manage local events
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance