Financial Consultant Partner - Denver, CO

Charles Schwab; Denver (CO); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Consultant Partner to enhance client relationships and support a wealth management practice. This role offers a unique opportunity to work closely with experienced financial consultants, providing exceptional service and advice. You will be empowered to identify new business opportunities, manage client expectations, and contribute to the growth of an affluent practice. If you are a licensed financial professional passionate about wealth management and eager to learn, this position could be your next career move. Join a team committed to reinventing the finance industry and helping you achieve your professional dreams.

Qualifications

• Valid Series 7 and 66 licenses are required for this role.
• 3+ years of experience in the Financial Services Industry preferred.

Responsibilities

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

Skills

Written Communication

Verbal Communication

Relationship Development

Client Needs Assessment

Task Prioritization

Education

Series 7 License

Series 66 License

Tools

CRM Tool

Job description

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

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.