Financial Consultant Partner- Del Mar, CA

Charles Schwab • San Diego, CA

281d

About The Position

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. 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. 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.

Requirements

• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license required.
• 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 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.

Nice To Haves

• Capability to become a Notary.
• Experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool.
• Openness to manage local events, as needed.

Responsibilities

• Support the growth and management of an affluent wealth management practice.
• Service clients and grow client relationships.
• Deliver advice to practice clients of the Sr. Financial Consultant.
• Partner with the Sr. Financial Consultant to pursue business development opportunities.
• Deepen new and existing client relationships.
• Uncover business development opportunities.

Benefits

• Eligible for bonus or incentive opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities