Wealth Management Partner | Financial Consultant

Charles Schwab; Oklahoma; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab is seeking a Financial Consultant Partner to work closely with Sr. Financial Consultants and their practice clients. You will deepen client relationships, uncover new business opportunities, and support the growth of an affluent wealth management practice.

You will provide exceptional service, advice, and relationship management, leveraging Schwab CRM tools and your licenses to deliver coordinated financial plans in partnership with senior advisors.

Qualifications

• Active Series 7 license is required.
• Active Series 66 license required.
• 3+ years of Financial Services Industry Experience.

Responsibilities

• Deepen client relationships and uncover business opportunities.
• Support growth and management of an affluent wealth management practice.
• Deliver exceptional service, advice, and relationship management.
• Partner with Sr. Financial Consultants to build financial plans.

Skills

Relationship development

Communication skills

Multi-tasking

Notary (potential)

CRM tool usage

Education

Series 7 license

Series 66 license

Tools

CRM software

Job description

Charles Schwab is seeking a Financial Consultant Partner to work closely with Sr. Financial Consultants and their practice clients. You will deepen client relationships, uncover new business opportunities, and support the growth of an affluent wealth management practice.

You will provide exceptional service, advice, and relationship management, leveraging Schwab CRM tools and your licenses to deliver coordinated financial plans in partnership with senior advisors.