Financial Consultant Partner-Eugene, OR

The Charles Schwab Corporation; Eugene (OR); On-site; USD 75,000 - 110,000; Full time

Job summary

The Charles Schwab Corporation in Eugene, OR seeks a Financial Consultant Partner to support Sr. Financial Consultants and their practice clients.

You will deepen relationships, uncover new business opportunities, provide tailored advice, and help build and refresh comprehensive financial plans with guidance from senior colleagues. Ideal candidates will hold Series 7 and 66 licenses, have 3+ years in financial services, and excel at multi-tasking, communication, and client service.

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 license required (license(s) may be obtained under a condition of employment).
• 3+ years of Financial Services Industry Experience.

Responsibilities

• Provide direct, dedicated support for Sr. Financial Consultants and their practice clients.
• Interface with existing practice clients via inbound, proactive and follow-up phone calls and email as well as face-to-face interactions.
• Deepen new and existing client relationships by proactively uncovering additional business development opportunities with the Sr. Financial Consultant to close the business.
• Provide advice including suitability, recommendations, and planning for practice clients with the Sr. Financial Consultant.
• Build, refresh, and deliver financial plans for practice clients in partnership with the Sr. Financial Consultant.
• Update and compile client information through Schwab’s internal CRM tool.
• Identify leads and generate ideas to connect with clients and prospects.
• Set and prepare for appointments, e.g., review planning status and life events.
• Manage activities in preparation for and following client appointments with Sr. Financial Consultant.
• Manage local event administration including venue, scheduling, contract negotiation, invitations, attendance, and post-event follow-up.
• Support business development and relationship-building activities of the Sr. Financial Consultant by following up on referrals.
• Leverage partners to resolve, research, and respond to client inquiries and ensure tasks are completed.
• Partner with Sr. Financial Consultant to ensure an exceptional client experience and improved client promoter score.
• Participate in or conduct the initial client onboarding process.

Skills

Client relationship management

Notary (ability to become)

Strong communication skills

Financial services experience

Tools

CRM software

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 are good at

As a Financial Consultant Partner at Charles Schwab, you will operate in a team-based model partnered with one to three Sr. Financial Consultants. In a team-based model, tasks can be completed as directed by your Sr. Financial Consultant(s), in partnership with, or independently with check-ins:

• Provide direct, dedicated support for Sr. Financial Consultant(s) and their practice clients.
• Interface with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions.
• Deepen new and existing client relationships by proactively and reactively uncovering additional business development opportunities and in partnership with your Sr. Financial Consultant(s) to close the business.
• Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr. Financial Consultant(s).
• Build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s).
• Update and compile client information through Schwab’s internal customer relationship management (CRM) tool.
• Identify leads and proactively generate ideas to connect with clients and prospects.
• Set and prepare for appointments, e.g., review planning status, life events, suitability updates.
• Manage and perform activities in preparation for, and following, client appointments with designated Sr. Financial Consultant(s).
• Manage local event administration including venue identification, scheduling, contract negotiation, invitation creation, attendance confirmation, development of client presentations, and follow-up post-event with clients and prospects.
• Support the business development and relationship building activities of the Sr. Financial Consultant(s) by following up on referrals and engaging with prospective clients.
• Leverage key business partners (Partner Support & Pinnacle) to resolve, research, and respond to client inquiries and issues as well as ensure operational tasks are completed.
• Partner with Sr. Financial Consultant(s) to ensure we are providing an exceptional experience for clients ultimately improving client promoter score for the branch.
• Participate in or conduct the initial client on-boarding process.
• Assist Sr. Financial Consultant(s) with client segmentation and client engagement blueprints; leverage Connect mailings, branch workshops, as well as regional/national events.

To learn more about the culture at Schwab, click here to meet our people.

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