Wealth Management Growth Partner

Charles Schwab; Sarasota (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401k match

Employee stock purchase plan

Vacation & volunteering time

Parental leave & family benefits

Tuition reimbursement

Health insurance

Sabbatical after 5 years

Job summary

Charles Schwab is seeking a Financial Consultant Partner to work closely with Sr. Financial Consultants and their affluent clients.

You will deepen relationships, identify business opportunities, and support the growth of a wealth management practice with dedicated service, advice, and relationship management. This role requires active Series 7 and Series 66 licenses, 3+ years in financial services, and strong communication.

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)
• 3+ years of Financial Services Industry Experience
• Strong written and verbal communication skills

Responsibilities

• Deepen new and existing client relationships in the affluent wealth management practice
• Uncover business development opportunities and learn from Sr. Financial Consultant
• Support growth and management of the practice with exceptional service, advice, and relationship management
• Use Schwab’s CRM tools to update and compile client information and manage events as needed

Skills

Series 7 license

Series 66 license

Financial services experience

Communication skills

Job description

Charles Schwab is seeking a Financial Consultant Partner to work closely with Sr. Financial Consultants and their affluent clients.

You will deepen relationships, identify business opportunities, and support the growth of a wealth management practice with dedicated service, advice, and relationship management. This role requires active Series 7 and Series 66 licenses, 3+ years in financial services, and strong communication.