Financial Consultant Partner- Bellevue, WA

Charles Schwab Corporation; Bellevue (WA); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading finance company is seeking a Financial Consultant Partner to enhance client relationships and support an affluent wealth management practice. The ideal candidate will possess vital licenses (Series 7 and 66) and have substantial financial services experience. This role emphasizes exceptional client service and collaboration with seasoned advisors.

Qualifications

• Valid and active Series 7 and Series 66 licenses required.
• 3+ years of Financial Services Industry Experience preferred.
• Strong ability to build and maintain client relationships.

Responsibilities

• Manage client relationships and provide exceptional service.
• Support growth of a wealth management practice.
• Collaborate with Sr. Financial Consultants on client plans.

Skills

Communication

Client Relationship Management

Event Management

Tools

CRM

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

• Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize

• Ability to identify new relationship development

• Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)

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

• Ability to build and maintain good cross-enterprise working relationships

• Capability to become a Notary

• Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool

• Openness to manage local events, as needed