Financial Consultant Partner - Cincinnati, OH | Newport, KY, USA

Charles Schwab; Newport (KY); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking a Financial Consultant Partner to enhance client relationships and support business growth. This role involves providing exceptional wealth management services while collaborating with seasoned advisors. Ideal candidates will have relevant licenses and a passion for client service.

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 Financial Services Industry Experience.
• Ability to identify new relationship development opportunities.

Responsibilities

• Support the growth and management of an affluent wealth management practice.
• Deepen client relationships and uncover business development opportunities.

Skills

Communication

Relationship Development

Multi-tasking

Education

Series 7 License

Series 66 License

Tools

CRM

Job description

Position Type: Regular

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. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities.

As a Financial Consultant Partner (FCP), you will act as a trusted partner to our Sr. Financial Consultants and their practice clients. You will deepen client relationships, uncover business development opportunities, and learn from your Sr. FC. 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 role is for you.

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

Required Qualifications:

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

• A valid and active Series 66 (63/65) license (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 new relationship development opportunities

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

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

• Ability to build and maintain strong 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 our employees’ 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, 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 (eligible positions)
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

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