Client-Focused Financial Consultant Partner

The Charles Schwab Corporation; Bellevue (WA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation in Bellevue, WA is seeking a Financial Consultant Partner to work with Sr. Financial Consultants, supporting their practice and delivering high-quality client service.

In this licensed, client-facing role you will deepen relationships, help prepare meetings, and build advisory skills through hands-on experience and mentorship. You will participate in Schwab's wealth management training and career development path, with opportunities to grow into other client-facing

Qualifications

• A valid and active FINRA Series 7 license is required.
• Currently hold or obtain FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during tenure.
• Relevant experience in financial services or a client-facing/advisory environment is preferred.

Responsibilities

• Provide direct, dedicated support for Sr. Financial Consultant(s) and their practice clients.
• Interface with clients via inbound, proactive and follow-up calls, email and in-person interactions.
• Deepen client relationships by uncovering opportunities with Sr. Financial Consultant(s) to close the business.
• Provide advice including suitability, recommendations, and planning for practice clients in partnership with Sr. Financial Consultant(s).
• Build, refresh, and deliver financial plans for practice clients with Sr. Financial Consultant(s).
• Update client information through Schwab’s internal CRM tool.
• Identify leads and generate ideas to connect with clients and prospects.
• Prepare for appointments, including status reviews and follow-ups.
• Support events and client outreach and engagement.

Skills

Attention to Detail

Building Collaborative Relationships

Active Listening

Coachability

Adaptability

Tools

CRM software

Job description

The Charles Schwab Corporation in Bellevue, WA is seeking a Financial Consultant Partner to work with Sr. Financial Consultants, supporting their practice and delivering high-quality client service.

In this licensed, client-facing role you will deepen relationships, help prepare meetings, and build advisory skills through hands-on experience and mentorship. You will participate in Schwab's wealth management training and career development path, with opportunities to grow into other client-facing