Financial Consultant Partner- Irvine, CA

Charles Schwab; Irvine (CA); On-site; USD 75,000 - 100,000; Full time

Job summary

A leading financial services company seeks a Financial Consultant Partner in Irvine, CA. This role focuses on supporting wealth management practices, enhancing client relationships, and facilitating new business development. Candidates should possess necessary licenses and a passion for financial advisory work, ideally with prior industry experience.

Benefits

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Sabbatical after 5 years

Qualifications

• Valid and active Series 7 and Series 66 licenses.
• 3+ years of Financial Services Industry Experience.
• Ability to meet client needs and manage expectations.

Responsibilities

• Support the growth of an affluent wealth management practice.
• Service clients and deepen relationships.
• Pursue business development opportunities.

Skills

Communication

Client Relationship Management

Business Development

Task Prioritization

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

This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities.

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

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

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