Financial Consultant Partner - Towson, MD

Charles Schwab; Towson (MD); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Consultant Partner to enhance their wealth management practice in Towson, MD. This exciting role involves supporting affluent clients, deepening relationships, and delivering tailored financial advice. The ideal candidate will possess strong communication skills and a proactive approach to business development. With a focus on growth initiatives alongside experienced consultants, this position offers a unique opportunity to make a significant impact in the financial services sector. Join a dynamic team that values your contributions and empowers you to thrive in your career.

Benefits

401(k) with company match

Paid time off

Sabbaticals

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

• Active Series 7 and Series 66 licenses required.
• 3+ years of experience in financial services preferred.

Responsibilities

• Support the growth of the wealth management practice.
• Service clients and deepen relationships.
• Assist in business development opportunities.

Skills

Financial Services Experience

Strong Communication Skills

Relationship Development

Financial Planning

Multi-tasking

Job description

Financial Consultant Partner - Towson, MD

Join to apply for the Financial Consultant Partner - Towson, MD role at Charles Schwab.

Overview

At Schwab, you’re empowered to make an impact on your career. This position is part of the Branch Network, primarily responsible for providing Wealth Management to individuals and families. The Financial Consultant Partner will support the growth and management of an affluent wealth management practice, servicing clients, growing relationships, and delivering financial advice alongside the Sr. Financial Consultant.

Responsibilities

• Support the growth of the wealth management practice
• Service clients and deepen relationships
• Assist in business development opportunities
• Partner with Sr. FC to pursue growth initiatives

Qualifications

Required

• Active Series 7 license
• Active Series 66 (or 63/65) license

Preferred

• 3+ years of financial services experience
• Strong communication skills
• Ability to handle multiple tasks and prioritize
• Experience in relationship development and financial planning
• Capability to become a Notary (optional)

Benefits

• Competitive salary with bonus/incentives
• 401(k) with company match
• Paid time off, sabbaticals, parental leave, and family benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Additional Information

Position level: Mid-Senior; Employment type: Full-time; Job functions: Finance and Sales.