Financial Consultant Partner - San Mateo, CA
Company: Charles Schwab
Location: San Mateo
Posted on: October 10, 2024
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Job Description:
Position Type: RegularYour opportunity At Schwab, you're
empowered to make an impact on your career. Here, innovative
thought meets creative problem solving, helping us "challenge the
status quo" and transform the finance industry together. As a
Financial Consultant Partner (FCP), you are in the heart of the
action, acting as a trusted partner to our Sr. Financial
Consultants (FC) and their practice clients. Through your developed
expertise, you will deepen new and existing client relationships,
uncovering business development opportunities and learning from
your Sr. FC all along the way. You'll support the growth and
management of an affluent wealth management practice, providing
exceptional service, advice, and relationship management. If you
are a licensed financial professional with a passion for wealth
management, and a desire to grow under the mentorship of a seasoned
advisor, this could be the role for you. What you have Required
Qualifications: A valid and active Series 7 license is required
(license may be obtained under a condition of employment through
Branch Network Licensing Program) A valid and active Series 66
(63/65) license required (license(s) may be obtained under a
condition of employment) Preferred Qualifications: 3+ years of
Financial Services Industry Experience Strong written and verbal
communication skills Strong candidates will have a 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 in partnership with your Sr. Financial
Consultant(s) 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 Strong candidates will also gain experience
updating and compiling client information through Schwab's internal
customer relationship management (CRM) tool Openness to manage
local events, as needed In addition to the salary range, this role
is also eligible for bonus or incentive opportunities. What's in it
for you At Schwab, we're committed to empowering our employees'
personal and professional success. Our purpose-driven, supportive
culture, and focus on your development means you'll get the tools
you need to make a positive difference in the finance industry. We
offer a competitive benefits package that takes care of the whole
you - both today and in the future: 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 for eligible
positions Paid parental leave and family building benefits Tuition
reimbursement Health, dental, and vision insurance --s-p-m1-- By
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Keywords: Charles Schwab, Pittsburg , Financial Consultant Partner - San Mateo, CA, Accounting, Auditing , San Mateo, California
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