Financial Consultant Partner- Encino, CA

CFA Institute; Los Angeles (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Consultant Partner to join their dynamic team in Los Angeles. In this role, you will act as a trusted partner to senior financial consultants, enhancing client relationships and driving business development. This position offers the chance to grow your career under the mentorship of seasoned advisors while providing exceptional service and advice to clients. With a focus on personal and professional success, this innovative firm provides the tools and support necessary to make a significant impact in the finance industry. If you are a licensed financial professional passionate about wealth management, this opportunity could be the perfect fit for you.

Benefits

401(k) with company match

Employee stock purchase plan

Paid time for vacation

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

• Valid Series 7 and 66 licenses required, can be obtained through employment.
• 3+ years of experience in financial services preferred.

Responsibilities

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

Skills

Financial Services Industry Experience

Written Communication Skills

Verbal Communication Skills

Client Relationship Management

Task Prioritization

Event Management

Education

Series 7 License

Series 66 License

Tools

Customer Relationship Management (CRM) Tool

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.

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.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan.
• Paid time for vacation, volunteering, and 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.