Wealth Management Partner — Financial Consultant

Charles Schwab; Northbrook (IL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab is hiring a Financial Consultant Partner to deepen client relationships and drive growth in an affluent wealth-management practice. You will collaborate with Sr.

Financial Consultants, deliver comprehensive financial plans, and provide high-level service and guidance to clients. This role requires Series 7 and Series 66 licenses, a strong ability to manage multiple priorities, and a proactive mindset for business development within our branch network.

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 )

Responsibilities

• Deepen new and existing client relationships and uncover business development opportunities
• Support growth and management of an affluent wealth management practice
• Provide exceptional service, guidance, and relationship management
• Collaborate with Sr. Financial Consultants to deliver financial plans

Skills

Strong written and verbal comm

Relationship development

Multitasking & prioritization

Notary eligibility

Education

Series 7 license

Series 66 license

Tools

CRM software

Job description

Charles Schwab is hiring a Financial Consultant Partner to deepen client relationships and drive growth in an affluent wealth-management practice. You will collaborate with Sr.

Financial Consultants, deliver comprehensive financial plans, and provide high-level service and guidance to clients. This role requires Series 7 and Series 66 licenses, a strong ability to manage multiple priorities, and a proactive mindset for business development within our branch network.