Wealth Management Partner: Financial Consultant

Charles Schwab; Reston (VA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation and sabbatical

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Reston, VA seeks a Financial Consultant Partner to support the growth and management of an affluent wealth management practice. You will assist Sr. Financial Consultants, deepen client relationships, and deliver personalized advice and plans.

The role requires active Series 7 and Series 66 licenses, with potential to obtain through employment. Strong communication, multitasking, and cross-team collaboration are essential for success.

Qualifications

• Active Series 7 license required (may be obtained after employment)
• Active Series 66 license required (may be obtained after employment)
• Strong written and verbal communication skills
• Ability to manage multiple tasks and prioritize effectively
• Ability to identify new relationship development opportunities
• Experience using Schwab’s CRM tool or similar CRM software

Responsibilities

• Serve and manage affluent practice clients, delivering financial guidance
• Grow client relationships and pursue business development opportunities with Sr. FC
• Partner with Sr. Financial Consultant to deliver analyses and financial plans
• Support notary and cross-enterprise relationship efforts as needed
• Update and compile client information in Schwab’s CRM tool

Skills

Series 7 license

Series 66 license

Strong communication

Multi-tasking

Relationship development

CRM experience

Tools

CRM software

Job description

Charles Schwab in Reston, VA seeks a Financial Consultant Partner to support the growth and management of an affluent wealth management practice. You will assist Sr. Financial Consultants, deepen client relationships, and deliver personalized advice and plans.

The role requires active Series 7 and Series 66 licenses, with potential to obtain through employment. Strong communication, multitasking, and cross-team collaboration are essential for success.