Financial Consultant Partner - Los Altos, CA

CFA Institute; Los Altos (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Consultant Partner to enhance client relationships and drive business growth. In this dynamic role, you will collaborate closely with seasoned financial advisors, leveraging your expertise to deliver exceptional service and develop tailored financial plans. You will be empowered to manage client expectations and foster strong relationships, all while enjoying a supportive culture that prioritizes your professional development. With a competitive compensation package that includes a 401(k) match and comprehensive health benefits, this opportunity is perfect for those passionate about wealth management and looking to make a meaningful impact.

Benefits

401(k) with company match

Paid time for vacation and volunteering

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• Licensed financial professional with Series 7 and 66 licenses.
• 3+ years in financial services with strong communication skills.

Responsibilities

• Support affluent wealth management practice and client relationships.
• Identify business development opportunities and manage client expectations.

Skills

Financial Services Industry Experience

Communication Skills

Relationship Management

Client Needs Assessment

Task Prioritization

Education

Series 7 License

Series 66 License

Tools

CRM Tool

Job description

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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

• 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

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 compensation 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

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