Job Description

Financial Consultant Partner - Cincinnati, OH at Charles Schwab summary:

The Financial Consultant Partner supports affluent wealth management practices by assisting Senior Financial Consultants in servicing clients, growing relationships, and delivering financial advice. This role involves business development, client relationship management, and collaboration within the Branch Network. The position requires active Series 7 and 66 licenses, strong communication skills, and experience in financial services.

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.

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.

To learn more about our client offerings visit: Charles Schwab - Investor Services

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 Experience

• Strong written and verbal communication skills

• Strong candidates will have a 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

• Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool

• Openness 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.

We offer a competitivebenefits packagethat takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Keywords:

wealth management, financial consulting, client relationship management, business development, Series 7 license, Series 66 license, financial advisory, investment services, financial planning, CRM

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