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Job Description
Join Charles Schwab as a Financial Consultant Partner in Cincinnati, OH to make a meaningful impact in wealth management. Collaborate with experienced advisors to deliver exceptional service and grow client relationships while gaining valuable expertise in the finance industry.
Key Responsibilities
Support the growth and management of an affluent wealth management practice
Service clients and grow client relationships
Deliver advice to practice clients of the Senior Financial Consultant
Pursue business development opportunities
Deepen new and existing client relationships
Required Qualifications
A valid and active Series 7 license
A valid and active Series 66 (63/65) license
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 and effectively manage client expectations
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 as needed
Benefits & Perks
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance