Financial Consultant Partner - Los Altos, CA

Charles Schwab Corporation; Midland; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company as a Financial Consultant Partner, where your expertise will help shape the future of wealth management. This role offers a unique opportunity to work closely with seasoned advisors, enhancing your skills while providing exceptional service to clients. You will be at the forefront of business development, fostering relationships and delivering tailored financial plans. If you are passionate about finance and eager to grow in a supportive environment, this position is perfect for you.

Qualifications

• Valid Series 7 and Series 66 licenses required.
• 3+ years in Financial Services with strong communication skills.

Responsibilities

• Support the growth of an affluent wealth management practice.
• Build and manage client relationships effectively.

Skills

Financial Services Industry Experience

Communication Skills

Relationship Building

Client Relationship Management

CRM Tools Management

Tools

Schwab CRM Tools

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:

• 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 effectively prioritize

• Ability to identify and develop new client relationships

• Openness to building, refreshing, and delivering financial plans in partnership with Sr. Financial Consultants

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

• Strong relationship-building skills across enterprise functions

• Capability to become a Notary

• Experience updating and managing client information through Schwab’s CRM tools

• Openness to managing local events as needed