Wealth Management Partner: Grow Client Relationships

Charles Schwab; Coral Gables (FL); On-site; USD 75,000 - 115,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Florida invites experienced financial professionals to join as a Financial Consultant Partner. You will partner with Sr.

Financial Consultants to deepen client relationships, uncover growth opportunities, and deliver comprehensive wealth planning for affluent clients. Responsibilities include building trusted client relationships, using Schwab CRM tools, and coordinating with internal teams to meet client expectations.

Qualifications

• Active Series 7 license required (may be obtained under condition of employment)
• Active Series 66 license required (may be obtained under condition of employment)
• 3+ years of Financial Services Industry experience preferred

Responsibilities

• Act as trusted partner to Sr. Financial Consultants and practice clients
• Deepen new and existing client relationships, uncovering business development opportunities
• Support growth and management of an affluent wealth management practice with service, advice, and relationship management
• Build and maintain cross-enterprise relationships and update client information in Schwab CRM

Skills

Communication skills

Relationship development

Cross-enterprise collaboration

Notary-ready

Tools

CRM software

Job description

Charles Schwab in Florida invites experienced financial professionals to join as a Financial Consultant Partner. You will partner with Sr.

Financial Consultants to deepen client relationships, uncover growth opportunities, and deliver comprehensive wealth planning for affluent clients. Responsibilities include building trusted client relationships, using Schwab CRM tools, and coordinating with internal teams to meet client expectations.