Wealth Management Partner — Senior Financial Consultant

Charles Schwab; Atlanta (GA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years

Parental leave

Job summary

Charles Schwab in Atlanta seeks a Sr. Financial Consultant Partner to support the growth and management of an affluent wealth management practice. You will work in a team-based model with Sr. Financial Consultants to service and advise practice clients, uncover opportunities, and deliver financial planning recommendations.

You will also help with client onboarding, event coordination, and business development initiatives to enhance the client experience and strengthen relationships.

Qualifications

• Active Series 7 license required.
• Active Series 66 (63/65) license required (may be obtained under a condition of employment).

Responsibilities

• Provide direct, dedicated support for Sr. Financial Consultant(s) and their practice clients.
• Deepen client relationships by proactively identifying opportunities with Sr. Financial Consultants.
• Build, refresh, and deliver financial plans for practice clients with Sr. Financial Consultants.
• Lead local event administration and connect with clients and prospects.
• Prepare for appointments and assist with onboarding and client segmentation.

Skills

Communication skills

Client relationship management

Results-driven

Tools

CRM software

Job description

Charles Schwab in Atlanta seeks a Sr. Financial Consultant Partner to support the growth and management of an affluent wealth management practice. You will work in a team-based model with Sr. Financial Consultants to service and advise practice clients, uncover opportunities, and deliver financial planning recommendations.

You will also help with client onboarding, event coordination, and business development initiatives to enhance the client experience and strengthen relationships.