Financial Consultant Partner- Thousand Oaks, CA

Charles Schwab; Thousand Oaks (CA); On-site; USD 50,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Consultant Partner to join their dynamic team. This role offers the chance to work closely with seasoned financial professionals, deepening client relationships and uncovering new business opportunities. With a focus on mentorship and professional growth, you'll provide exceptional service and advice in wealth management. The company fosters a supportive culture that empowers employees to thrive and make a significant impact in the finance industry. If you're a licensed financial professional eager to advance your career, this opportunity is tailored for you.

Benefits

401(k) with company match

Employee stock purchase plan

Paid vacation time

28-day sabbatical every 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

• Valid Series 7 and Series 66 licenses are mandatory.
• 3+ years of experience in the financial services industry preferred.

Responsibilities

• Support the growth of a wealth management practice and manage client relationships.
• Identify business development opportunities and assist Sr. Financial Consultants.

Skills

Financial Services Industry Experience

Written and Verbal Communication Skills

Relationship Development

Client Needs Assessment

Task Prioritization

Education

Series 7 License

Series 66 License

Tools

Customer Relationship Management (CRM) Tool

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.

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 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.
• 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 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.