Financial Consultant Partner - Los Altos, CA

Charles Schwab • Full-time • LOS ALTOS, CA, United States • 9h ago

Position Type: Regular

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 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 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 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

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