Home
/
Account Management
/
Financial Consultant Partner - Seal Beach, CA
Financial Consultant Partner - Seal Beach, CA-November 2024
Los Alamitos
Nov 1, 2024
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 - Seal Beach, CA

  Salary: USD $43,800 - $86,600 / 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

  In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

  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
Sr Account Manager, BioProduction
Job Description When you're part of Thermo Fisher Scientific, you'll do challenging work, and join a team that values performance, quality and innovation. As part of a successful, growing global orga
Partner Manager( Account Manager) , UberEats Enterprise, Advertising Japan
#GreatMindsDon'tThinkAlike At Uber, we take pride in our diversity and working environment that sees you as more than just a person that can do the job, but a unique individual that can level up our
CDP Key Account Manager
Beam Suntory is Crafting the Spirits that Stir the World. Rooted in two centuries of family heritage, Beam Suntory has evolved into the world's third largest leading premium spirits company ... where
Key Account Manager, Systems & Services - Public Accounts
We're looking for a strong Key Account Manager to manage End-User - Public Accounts to join our APAC Regional S&S Team based in Manila, Philippines. The person should have a strong understanding
Key Account Manager Consumer
Currently we are looking for a suitable individual to join us on the position of Key Account Manager Consumer Channel , based in Poland, Warsaw. Working for Signify means being creative and adaptive.
PAVE360 Solution Architect
The PAVE360 Solution Architect (SA) is responsible for technical customer interactions for the development and execution of the sales and business development strategy to achieve specific business ta
Sr Account Manager, BioProduction
Job Description When you're part of Thermo Fisher Scientific, you'll do challenging work, and join a team that values performance, quality and innovation. As part of a successful, growing global orga
Branch Relationship Banker LP - Tri County South District
Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our Well Life approach to supporting employees' career aspirations, work-life balance
Key Account Manager
About Kinaxis   Kinaxis is the global leader in modern supply chain management. We serve supply chains and the people who manage them in service of humanity. Our software is trusted by renowned globa
Senior Banker - Fridley - Minnesota West Market
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
Copyright 2023-2024 - www.zdrecruit.com All Rights Reserved