Financial Consultant Partner- Bellevue, WA | Bellevue, WA, USA

Charles Schwab; Bellevue (WA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Consultant Partner in Bellevue, WA. This role is pivotal in fostering client relationships and supporting a wealth management practice. The ideal candidate will possess a valid Series 7 and Series 66 license, with a strong background in financial services. You will work closely with seasoned advisors, enhancing your skills in relationship management and financial planning. The company offers a competitive benefits package, including a 401(k) plan, paid time off, and health insurance. If you are passionate about wealth management and eager to grow, this opportunity is for you.

Benefits

401(k) with company match

Paid time off

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

28-day sabbatical after 5 years

Qualifications

• 3+ years of experience in the financial services industry.
• Proven ability to identify and develop new client relationships.

Responsibilities

• Act as a trusted partner to Sr. Financial Consultants and their clients.
• Support the growth and management of an affluent wealth management practice.

Skills

Financial Services Industry Experience

Strong Communication Skills

Client Relationship Management

Multitasking and Prioritization

Financial Planning

Education

Series 7 License

Series 66 License

Tools

Schwab CRM Tool

Job description

Financial Consultant Partner - Bellevue, WA

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 client relationships, uncover new business opportunities, and learn from your Sr. FC 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 passionate about wealth management and eager 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 prioritize effectively.

• Ability to identify and develop new client relationships.

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

• Ability to understand and meet client needs, managing expectations effectively.

• Ability to build and maintain cross-enterprise relationships.

• Capability to become a Notary.

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

• Openness to managing local events as needed.

What’s in it for you

At Schwab, we’re committed to empowering your personal and professional success. Our supportive culture and focus on development provide the tools you need to make a positive impact in the finance industry.

We offer a competitive benefits package that supports your well-being now and in the future, including:

• 401(k) with company match and Employee stock purchase plan.

• Paid time off for vacation, volunteering, and a 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.

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