Your opportunity
At Schwab, youāre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us āchallenge the status quoā and transform the finance industry together.Ā
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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. Youāll 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.Ā Ā Ā
What you have
Required Qualifications:Ā
- A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)Ā Ā
- A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)Ā
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Preferred Qualifications:Ā
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- 3+ years of Financial Services Industry ExperienceĀ
- Strong written and verbal communication skillsĀ
- Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritizeĀ
- Ability to identify new relationship developmentĀ
- Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)Ā
- Ability to uncover and meet client needs and effectively manage client expectationsĀ
- Ability to build and maintain good cross-enterprise working relationshipsĀ
- Capability to become a NotaryĀ
- Strong candidates will also gain experience updating and compiling client information through Schwabās internal customer relationship management (CRM) toolĀ
- Openness to manage local events, as neededĀ
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In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Whatās in it for you
At Schwab, weāre committed to empowering our employeesā personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youāll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you ā 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 insurance