Wealth Advisory Partner

Charles Schwab; Orange (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off for vacation

Volunteer time off

Sabbatical after 5 years of service

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Financial Consultant Partner to act as a trusted partner to Sr. Financial Consultants and their practice clients in California.

You will deepen relationships, uncover business development opportunities, and support growth of an affluent wealth management practice with ongoing mentorship from senior advisors. Licensed financial professional with Series 7 and Series 66 is required; ongoing training may be offered.

Qualifications

• Active Series 7 license is required (can be obtained under employment conditions).
• A valid Series 66 license is required (may be obtained under employment conditions).
• 3+ years of Financial Services Industry experience is preferred.
• Strong written and verbal communication skills are essential.
• Ability to identify new relationship development opportunities.

Responsibilities

• Serve as a trusted partner to Sr. Financial Consultants and practice clients.
• Deepen client relationships and uncover business development opportunities.
• Support growth and management of an affluent wealth management practice.
• Provide exceptional service, advice, and relationship management.

Skills

Licenses (Series 7, Series 66)

Relationship development

Communication skills

Multi-tasking

CRM usage

Job description

Charles Schwab is seeking a Financial Consultant Partner to act as a trusted partner to Sr. Financial Consultants and their practice clients in California.

You will deepen relationships, uncover business development opportunities, and support growth of an affluent wealth management practice with ongoing mentorship from senior advisors. Licensed financial professional with Series 7 and Series 66 is required; ongoing training may be offered.