Financial Consultant Partner- Bellevue, WA

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

Job summary

Join a leading financial services company as a Financial Consultant Partner in Bellevue, WA, where you'll deepen client relationships and drive business development. This role is ideal for licensed financial professionals eager to grow under the mentorship of experienced advisors, surrounded by a supportive culture focused on employee success and development.

Benefits

401(k) with company match

Paid time for vacation and volunteering

28-day sabbatical after every 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• Valid and active Series 7 and Series 66 licenses required.
• 3+ years of Financial Services Industry experience preferred.
• Proven track record to handle several tasks simultaneously.

Responsibilities

• Manage client relationships and uncover new business development opportunities.
• Support the growth of an affluent wealth management practice.
• Collaborate with Sr. Financial Consultants to deliver financial plans.

Skills

Written communication

Verbal communication

Client relationship management

Prioritization

Task management

Cross-enterprise relationships

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

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

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

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance