Wealth Management Associate: Partner to Senior Consultants

The Charles Schwab Corporation; Eugene (OR); On-site; USD 75,000 - 110,000; Full time

Job summary

The Charles Schwab Corporation in Eugene, OR seeks a Financial Consultant Partner to support Sr. Financial Consultants and their practice clients.

You will deepen relationships, uncover new business opportunities, provide tailored advice, and help build and refresh comprehensive financial plans with guidance from senior colleagues. Ideal candidates will hold Series 7 and 66 licenses, have 3+ years in financial services, and excel at multi-tasking, communication, and client service.

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 license required (license(s) may be obtained under a condition of employment).
• 3+ years of Financial Services Industry Experience.

Responsibilities

• Provide direct, dedicated support for Sr. Financial Consultants and their practice clients.
• Interface with existing practice clients via inbound, proactive and follow-up phone calls and email as well as face-to-face interactions.
• Deepen new and existing client relationships by proactively uncovering additional business development opportunities with the Sr. Financial Consultant to close the business.
• Provide advice including suitability, recommendations, and planning for practice clients with the Sr. Financial Consultant.
• Build, refresh, and deliver financial plans for practice clients in partnership with the Sr. Financial Consultant.
• Update and compile client information through Schwab’s internal CRM tool.
• Identify leads and generate ideas to connect with clients and prospects.
• Set and prepare for appointments, e.g., review planning status and life events.
• Manage activities in preparation for and following client appointments with Sr. Financial Consultant.
• Manage local event administration including venue, scheduling, contract negotiation, invitations, attendance, and post-event follow-up.
• Support business development and relationship-building activities of the Sr. Financial Consultant by following up on referrals.
• Leverage partners to resolve, research, and respond to client inquiries and ensure tasks are completed.
• Partner with Sr. Financial Consultant to ensure an exceptional client experience and improved client promoter score.
• Participate in or conduct the initial client onboarding process.

Skills

Client relationship management

Notary (ability to become)

Strong communication skills

Financial services experience

Tools

CRM software

Job description

The Charles Schwab Corporation in Eugene, OR seeks a Financial Consultant Partner to support Sr. Financial Consultants and their practice clients.

You will deepen relationships, uncover new business opportunities, provide tailored advice, and help build and refresh comprehensive financial plans with guidance from senior colleagues. Ideal candidates will hold Series 7 and 66 licenses, have 3+ years in financial services, and excel at multi-tasking, communication, and client service.