Financial Consultant Partner - Cincinnati, OH

Charles Schwab; Cincinnati (OH); On-site; USD 70,000 - 90,000; Full time

Job summary

Join a leading financial services firm as a Financial Consultant Partner, where you'll support affluent clients in wealth management. This role emphasizes relationship building, client service, and business development, all under the mentorship of experienced advisors. Enjoy a supportive culture and a competitive benefits package, including a 401(k) plan, paid time off, and health insurance.

Benefits

401(k) with company match

Employee Stock Purchase Plan

Paid time off for vacation

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

• 3+ years of experience in the Financial Services Industry.
• Ability to build and maintain cross-enterprise relationships.

Responsibilities

• Support the growth and management of an affluent wealth management practice.
• Deliver advice and service to practice clients.

Skills

Communication

Relationship Management

Client Needs Identification

Education

Series 7 License

Series 66 License

Tools

Schwab 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.

This position is part of the Branch Network, primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. Responsibilities include servicing clients, growing client relationships, and delivering advice to practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will also help expand the practice by partnering with their Sr. FC on business development opportunities.

As a Financial Consultant Partner (FCP), you will act as a trusted partner to our Sr. Financial Consultants and their clients. You will deepen relationships, uncover new business opportunities, and learn from your Sr. FC. You’ll support the growth of the wealth management practice by providing exceptional service, advice, and relationship management. If you are a licensed financial professional passionate about wealth management and eager to grow under a seasoned advisor’s mentorship, this role is ideal for you.

To learn more about our client offerings, visit: Charles Schwab - Investor Services

What you have

Required Qualifications:

• A valid and active Series 7 license (may be obtained under employment conditions through Branch Network Licensing Program)

• A valid and active Series 66 (63/65) license (may be obtained under employment conditions)

Preferred Qualifications:

• 3+ years of experience in the Financial Services Industry

• 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 building, refreshing, and delivering financial plans in partnership with your Sr. Financial Consultant(s)

• Skill in uncovering and meeting client needs and managing expectations

• Ability to build and maintain cross-enterprise relationships

• Capability to become a Notary

• Experience with Schwab’s CRM tool for updating and compiling client information

• Willingness to manage 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, focus on development, and purpose-driven environment provide the tools you need to make a positive impact in the finance industry.

We offer a competitive benefits package that supports your whole self – today and in the future:

• 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