Wealth Management Partner — Client Growth

Charles Schwab; The Woodlands (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) match

Stock purchase plan

Paid vacation

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Sabbatical program

Job summary

Charles Schwab in The Woodlands, TX seeks a Financial Consultant Partner to join an affluent wealth management practice. You’ll deepen client relationships, uncover growth opportunities, and learn from Sr. Financial Consultants while growing under mentorship.

Responsibilities include supporting the practice, delivering exceptional service, and helping to develop financial plans with Sr. FCs. A licensed financial professional with a passion for wealth management will thrive here.

Qualifications

• Active Series 7 license is required.
• Active Series 66 license required.

Responsibilities

• Support growth and management of an affluent wealth management practice.
• Provide exceptional client service, advice, and relationship management.
• Collaborate with Sr. Financial Consultants to develop and deliver financial plans.

Skills

Communication skills

Notary

Job description

Charles Schwab in The Woodlands, TX seeks a Financial Consultant Partner to join an affluent wealth management practice. You’ll deepen client relationships, uncover growth opportunities, and learn from Sr. Financial Consultants while growing under mentorship.

Responsibilities include supporting the practice, delivering exceptional service, and helping to develop financial plans with Sr. FCs. A licensed financial professional with a passion for wealth management will thrive here.