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Job Description
As a Financial Consultant Partner at Charles Schwab, you'll be at the forefront of wealth management, supporting Sr. Financial Consultants in building and managing client relationships. This role is perfect for licensed financial professionals eager to grow their expertise and make a meaningful impact in the finance industry.
Key Responsibilities
Act as a trusted partner to Sr. Financial Consultants and their practice clients
Deepen new and existing client relationships
Support the growth and management of an affluent wealth management practice
Provide exceptional service, advice, and relationship management
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
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 and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance