Financial Consultant Partner- Del Mar, CA
About The Position
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 (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)
Nice To Haves
- 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
- Capability to become a Notary
- Gain 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.
- Grow client relationships.
- Deliver advice to the practice clients of the Sr. Financial Consultant.
- Partner with Sr. FC to pursue business development opportunities.
- Deepen new and existing client relationships.
- Uncover business development opportunities.
- Provide exceptional service, advice, and relationship management.
- Build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s).
- Uncover and meet client needs and effectively manage client expectations.
- Build and maintain good cross-enterprise working relationships.
- Update and compile client information through Schwab’s internal customer relationship management (CRM) tool.
- Manage local events, as needed.
Benefits
- In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
