Wealth Growth Partner: Client Relationships & Strategy

Charles Schwab; Tampa (FL); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time for vacation

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Job summary

Charles Schwab in Tampa seeks a Financial Consultant Partner to work with Sr. Financial Consultants, growing an affluent wealth management practice and deepening client relationships. The role focuses on uncovering new business opportunities and delivering exceptional service and advice.

You will support the growth of the practice, assist in developing financial plans, and manage expectations while mentoring under senior advisers. Active Series 7/66 licenses are required.

Qualifications

• Active Series 7 and Series 66 licenses required.
• Experience in wealth management or financial services preferred.
• Ability to manage multiple tasks and prioritize.
• Notary capability is a plus.

Responsibilities

• Deepen client relationships and uncover new business development opportunities.
• Support growth and management of an affluent wealth management practice.
• Partner with Sr. Financial Consultants to deliver financial plans.
• Manage client expectations and cross-enterprise relationships.

Skills

Series 7 license

Series 66 license

Financial services experience

Notary capability

Strong communication

Relationship development

Job description

Charles Schwab in Tampa seeks a Financial Consultant Partner to work with Sr. Financial Consultants, growing an affluent wealth management practice and deepening client relationships. The role focuses on uncovering new business opportunities and delivering exceptional service and advice.

You will support the growth of the practice, assist in developing financial plans, and manage expectations while mentoring under senior advisers. Active Series 7/66 licenses are required.