Financial Consultant Partner - Los Altos, CA

TieTalent; Los Altos (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial services company is seeking a Financial Consultant Partner (FCP) to support affluent wealth management practices. The role involves deepening client relationships and uncovering business development opportunities while working closely with seasoned advisors. Candidates should possess relevant licenses and have strong communication skills. A competitive benefits package is offered, including 401(k) matching and paid parental leave.

Benefits

401(k) with company match

Paid time for vacation

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• 3+ years of Financial Services Industry Experience.
• Ability to identify new relationship development opportunities.

Responsibilities

• Support the growth and management of an affluent wealth management practice.
• Act as a trusted partner to Sr. Financial Consultants.

Skills

Communication

Relationship Management

Prioritization

Education

Series 7 License

Series 66 License

Tools

CRM

Job description

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.

Position Type:

Regular

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
• Proven ability to handle several tasks simultaneously and effectively prioritize
• Ability to identify new relationship development opportunities
• 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
• Experience updating and compiling client information through Schwab’s 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