Financial Consultant Partner

Position Type : Regular

Your opportunity

This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs.  In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice.  This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant.  The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities.

To learn more about our client offerings visit : Charles Schwab - Investor Services

What you have

Required minimum skills and qualifications are :

• Bachelor’s degree or equivalent work related experience
• A valid and active Series 7 license is required (may be obtained under a condition of employment)
• A valid and active Series 66 (63 / 65) license is required (may be obtained under a condition of employment)
• Notary certification (may be obtained after hire)
• Minimum of 3 years of financial services experience is strongly preferred
• Passion for the client with the ability to strengthen and retain client relationships
• Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients
• Demonstrated experience handling client concerns and issues with tact and diplomacy
• Strong written and verbal communication skills
• Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize
• Aptitude for, and experience in, identifying new relationship development
• Show a genuine interest in staying current on market events and ability to understand the implications for clients
• Ability to uncover and meet client needs and effectively manage client expectations
• Demonstrated ability to be agile in changing environmental, economic, and client need scenarios
• Operational and / or project management experience
• Strong organizational skills with attention to detail
• Ability to develop and maintain good cross-enterprise working relationships
• Strong problem solving skills
• Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email
• Collaborative and team based work style
• Ability to retain and execute upon complex information with relative ease
• Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage
• Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety
• There is a minimum time-in-position expectation of 2 years

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future :