Financial Consultant Partner: Grow Relationships & Practice

Charles Schwab Corporation; Los Angeles (CA); Sur place; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Wealth Management University

Career Pathing

Bonus and incentives

Competitive compensation

Résumé du poste

Charles Schwab Corporation in Los Angeles seeks a Financial Consultant Partner to support and grow an affluent practice. You will partner with Senior Financial Consultants, strengthen client relationships, and deliver personalized service while building advisory skills through mentorship.

You will help connect clients and advisors, uncover opportunities, and deliver a high-quality client experience in a licensed, growth-focused environment.

Qualifications

• A valid and active FINRA Series 7 license is required.
• FINRA Series 66 (63/65) license and Life & Health Insurance licensure will be required during tenure.
• Experience in financial services or a client-facing, sales, or advisory environment is preferred.

Responsabilités

• Build strong relationships with Senior Financial Consultant(s) and serve as a trusted partner in supporting their practice, client engagement, service, and ongoing business development.
• Support delivery of client solutions aligned to financial goals.
• Identify opportunities to deepen relationships and drive growth.
• Prepare for and support client meetings, including documentation and follow-up.
• Collaborate across the branch and firm to deliver seamless client experience.
• Maintain accurate client information and support daily operations.

Formation

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance license

Description du poste

Charles Schwab Corporation in Los Angeles seeks a Financial Consultant Partner to support and grow an affluent practice. You will partner with Senior Financial Consultants, strengthen client relationships, and deliver personalized service while building advisory skills through mentorship.

You will help connect clients and advisors, uncover opportunities, and deliver a high-quality client experience in a licensed, growth-focused environment.