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Financial Consultant Partner - Minneapolis, United States - Charles Schwab
Description
**Your opportunity**
At Schwab, youre 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. Youll 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** **Q** **ualifications** **:**
+ 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** **Q** **ualifications** **:**
+ 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 Schwabs internal customer relationship management (CRM) tool
+ Openness to manage local events, as needed
**Whats in it for you**
At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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
Whats in it for you:
At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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 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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call
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