Financial Consultant Partner - Cincinnati, OH

Charles Schwab Corporation; Eastern Ontario; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking a Financial Consultant Partner to enhance client relationships and support wealth management practices. This role involves working closely with Sr. Financial Consultants, providing exceptional service, and identifying new business opportunities. Ideal candidates are licensed financial professionals with a passion for wealth management and strong communication skills.

Qualifications

• 3+ years of Financial Services Industry Experience.
• Ability to handle multiple tasks and prioritize effectively.

Responsibilities

• Support the growth and management of an affluent wealth management practice.
• Deepen client relationships and uncover business development opportunities.

Skills

Communication

Relationship Development

Client Management

Education

Series 7 License

Series 66 License

Tools

CRM Tool

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.

This position is part of the Branch Network, 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.

As a Financial Consultant Partner (FCP), you will act as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. You will deepen client relationships, uncover business development opportunities, and learn from your Sr. FC. 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 passionate about wealth management and eager to grow under the mentorship of a seasoned advisor, this could be the role for you.

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

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

• Proven ability to handle multiple tasks simultaneously and prioritize effectively

• Ability to identify new relationship development opportunities

• Openness to build, refresh, and deliver financial plans for practice clients in partnership with Sr. Financial Consultants

• Ability to uncover and meet client needs and manage client expectations effectively

• Ability to build and maintain good cross-enterprise relationships

• Capability to become a Notary

• Experience updating and compiling client information through Schwab’s CRM tool is a plus

• Openness to manage local events as needed