Financial Consultant Partner - Brookfield, WI
Position Type:
RegularYour OpportunityAt 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.
To learn more about our client offerings visit:
Charles Schwab - Investor ServicesWhat you haveRequired
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 Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
You will be required to register and to submit to the required SAFE Act background check and registration process.
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 By applying, you consent to your information being processed by SonicJobs and transmitted to the Employer.
See SonicJobs Privacy Policy at https:
//www.
sonicjobs.
com/us/privacy-policy and Terms of Use at https:
//www.
sonicjobs.
com/us/terms-conditions Recommended Skills Business Development Business Relationship Management Coaching And Mentoring Communication Finance Interpersonal Skills Apply to this job.
Think you're the perfect candidate? Apply Now Estimated Salary: $20 to $28 per hour based on qualifications.
RegularYour OpportunityAt 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.
To learn more about our client offerings visit:
Charles Schwab - Investor ServicesWhat you haveRequired
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 Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
You will be required to register and to submit to the required SAFE Act background check and registration process.
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 By applying, you consent to your information being processed by SonicJobs and transmitted to the Employer.
See SonicJobs Privacy Policy at https:
//www.
sonicjobs.
com/us/privacy-policy and Terms of Use at https:
//www.
sonicjobs.
com/us/terms-conditions Recommended Skills Business Development Business Relationship Management Coaching And Mentoring Communication Finance Interpersonal Skills Apply to this job.
Think you're the perfect candidate? Apply Now Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
