Financial Consultant Partner- Encino, CA

Charles Schwab; Los Angeles (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Consultant Partner to empower clients and drive growth in wealth management. This role offers the opportunity to work closely with seasoned financial advisors, enhancing your skills while providing exceptional service to affluent clients. With a focus on innovative solutions and client relationship management, you'll play a pivotal role in transforming the finance industry. Enjoy a supportive culture with professional development opportunities and an array of benefits, including a 401(k) plan and generous paid time off. If you're a licensed financial professional eager to make an impact, this is the role for you.

Benefits

401(k) with company match

Employee stock purchase plan

Paid time off

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

28-day sabbatical after 5 years

Qualifications

• Valid and active Series 7 and Series 66 licenses required.
• 3+ years of experience in the Financial Services Industry.

Responsibilities

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

Skills

Series 7 License

Series 66 License

Communication Skills

Client Relationship Management

Financial Planning

Tools

Schwab’s CRM Tool

Job description

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This range is provided by Charles Schwab. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$21.59/hr - $41.25/hr

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
• 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 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 relationships
• Capability to become a Notary
• Experience updating and compiling client information through Schwab’s 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 culture and focus on development provide the tools you need to make a positive impact in the finance industry.

• 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
• Paid parental leave and family benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales