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Financial Consultant Partner- San Mateo, CA
Charles Schwab Inc. • San Mateo, CA 94402 • Posted 4 days ago
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In-person • Full-time • $58,400-$96,300/yr • Mid Level
Job Highlights
Using AI ⚡ to summarize the original job post
As a Financial Consultant Partner at Charles Schwab Inc., you will act as a trusted partner to Senior Financial Consultants and their practice clients, deepening new and existing client relationships, uncovering business development opportunities, and supporting the growth and management of an affluent wealth management practice. This role is ideal for licensed financial professionals with a passion for wealth management, looking to grow under the mentorship of a seasoned advisor.
Responsibilities
- Act as a trusted partner to Senior Financial Consultants and their practice clients
- Deepen new and existing client relationships
- Uncover business development opportunities
- Support the growth and management of an affluent wealth management practice
- Provide exceptional service, advice, and relationship management
- Handle several tasks simultaneously and effectively prioritize
- Identify new relationship development
- Build, refresh, and deliver financial plans for practice clients in partnership with Senior Financial Consultants
- Uncover and meet client needs and effectively manage client expectations
- Build and maintain good cross-enterprise working relationships
- Become a Notary
- Manage local events, as needed
Qualifications
Required
- A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
- A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
- 3+ years of Financial Services Industry Experience
- Strong written and verbal communication skills
- Ability to identify new 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 and maintain good cross-enterprise working relationships
- Capability to become a Notary
Preferred
- Experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool
Full Job Description
Your Opportunity
At 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 together.
As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you.
What you have
Required Qualifications:
Preferred Qualifications:
At 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 together.
As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you.
What you have
Required Qualifications:
- A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
- A valid and active Series 66 (63/65) license required (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 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 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 and maintain good 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
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