Home
/
Account Management
/
Financial Consultant Partner - Pittsburgh, PA
Financial Consultant Partner - Pittsburgh, PA-January 2024
Pittsburgh
Jan 19, 2025
ABOUT CHARLES SCHWAB
At Schwab, “Own Your Tomorrow” embodies everything they do.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Financial Consultant Partner - Pittsburgh, PA

  Salary: USD $43,800 - $76,700 / Year

  Your 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 ExperienceStrong written and verbal communication skillsStrong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritizeAbility to identify new relationship developmentOpenness 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 expectationsAbility to build and maintain good cross-enterprise working relationshipsCapability to become a NotaryStrong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) toolOpenness to manage local events, as needed

  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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

  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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Success Architect - MuleSoft
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Sal
Account Coordinator - Employee Benefits
About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providin
Account Manager
Job Description Job Description Thermo Fisher Scientific Inc. (NYSE: TMO) is a world leader in serving science, with annual revenue of approximately $40 billion. We are looking for a suitable candida
Senior Banker - Grove City Financial Center
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Security Account Manager, Commercial Lines
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providi
Relationship Banker - Framingham, MA area - bilingual Portuguese Required
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Named Account Manager - Public Sector, Thailand
Company Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a worl
Account Manager III
Job Description Thermo Fisher Scientific Inc. is the world leader in serving science, with annual revenue exceeding $40 billion. Our Mission is to enable our customers to make the world healthier, cl
Relationship Banker - Wells Financial Center - Wells, ME
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Territory Account Manager - Spain
Company Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. We have the vision o
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved