Financial Consultant Partner - Akron, OH

nder 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

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.

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