Wealth Management Partner — Financial Consultant

Charles Schwab; Sunnyvale (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

A leading financial services firm in Sunnyvale is looking for a Financial Consultant Partner to strengthen client relationships and support wealth management practices. This role requires a valid Series 7 and Series 66 license and is ideal for licensed financial professionals passionate about growth and mentorship. The firm offers a competitive benefits package, including a 401(k) and paid time off for various personal needs.

Qualifications

• A valid and active Series 7 license is required (may be obtained under a condition of employment).
• A valid and active Series 66 (63/65) license required (may be obtained under a condition of employment).

Responsibilities

• Act as a trusted partner to Senior Financial Consultants.
• Support the growth and management of an affluent wealth management practice.
• Uncover business development opportunities.

Skills

Strong written and verbal communication skills

Ability to identify new relationship development

Proven multitasking and prioritization skills

Job description

A leading financial services firm in Sunnyvale is looking for a Financial Consultant Partner to strengthen client relationships and support wealth management practices. This role requires a valid Series 7 and Series 66 license and is ideal for licensed financial professionals passionate about growth and mentorship. The firm offers a competitive benefits package, including a 401(k) and paid time off for various personal needs.