This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities.
To learn more about our client offerings visit: Charles Schwab - Investor Services
What you haveRequired minimum skills and qualifications are:
Bachelor’s degree or equivalent work related experienceA valid and active Series 7 license is required (may be obtained under a condition of employment)A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire)Minimum of 3 years of financial services experience is strongly preferredPassion for the client with the ability to strengthen and retain client relationshipsResults driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clientsDemonstrated experience handling client concerns and issues with tact and diplomacyStrong written and verbal communication skillsDemonstrated ability to handle multiple tasks simultaneously and effectively prioritizeAptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clientsAbility to uncover and meet client needs and effectively manage client expectationsDemonstrated ability to be agile in changing environmental, economic, and client need scenariosOperational and/or project management experienceStrong organizational skills with attention to detailAbility to develop and maintain good cross-enterprise working relationshipsStrong problem solving skillsAdvanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and emailCollaborative and team based work styleAbility to retain and execute upon complex information with relative easeResponsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engageMaintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of improprietyThere is a minimum time-in-position expectation of 2 yearsPursuant 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.
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Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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