Financial Consultant Partner: Grow Affluent Practice

The Charles Schwab Corporation

San Francisco (CA)

On-site

USD 90,000 - 140,000

Full time

4 days ago

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Benefits offered by this job

401(k) with company match

Paid time off & sabbatical

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation is seeking a Financial Consultant Partner in San Francisco to support Senior Financial Consultants, deepen client relationships, and deliver personalized service in a collaborative, client-first environment. You will play a key role connecting clients and advisors, uncovering opportunities, and delivering high-quality client experiences.

You will coordinate client meetings, prepare documentation, and help generate business development opportunities while

Qualifications

FINRA Series 7 license required
FINRA Series 66 (63/65) license required or obtain during tenure
Life & Health Insurance license required during tenure

Responsibilities

Provide direct, dedicated support for Sr. Financial Consultant(s) and their practice clients.
Interface with clients via inbound, proactive and follow-up calls, emails and face-to-face interactions.
Deepen client relationships by uncovering business development opportunities in partnership with Sr. Financial Consultant(s).
Provide advice including suitability, recommendations, and planning for practice clients.
Build and refresh financial plans in partnership with Sr. Financial Consultant(s).
Update client information in Schwab’s CRM tool and manage appointments and events.
Support business development and client engagement activities by following up on referrals.
Partner with Sr. Financial Consultant(s) to ensure exceptional client experience and growth.