Financial Consultant Partner - Sunnyvale, CA
Charles Schwaba day ago
Highlight
OnsiteFull-timeMid
Summary
Charles Schwab is seeking a Financial Consultant Partner to join their team in Sunnyvale, CA. The role involves acting as a trusted partner to Senior Financial Consultants and managing client relationships in a wealth management practice.
About the Role
As a Financial Consultant Partner (FCP), you will deepen new and existing client relationships, uncover business development opportunities, and support the growth and management of an affluent wealth management practice. You will provide exceptional service, advice, and relationship management while learning from Senior Financial Consultants.
About You
Required:
- A valid and active Series 7 license is required.
- A valid and active Series 66 (63/65) license is required.
Preferred:
- 3+ years of Financial Services Industry Experience.
- Strong written and verbal communication skills.
- Proven track record to handle several tasks simultaneously and effectively prioritize.
- Ability to identify new relationship development.
- Openness to build, refresh, and deliver financial plans for practice clients.
- Ability to uncover and meet client needs and effectively manage client expectations.
- Ability to build and maintain good cross-enterprise working relationships.
- Capability to become a Notary.
- Experience updating and compiling client information through CRM tools.
- Openness to manage local events, as needed.
Benefits
- 401(k) with company match and Employee stock purchase plan.
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service.
- Paid parental leave and family building benefits.
- Tuition reimbursement.
- Health, dental, and vision insurance.
Charles Schwab
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
Sunnyvale, CA