Financial Consultant Partner-Woodland Hills, CA

Charles Schwab

4

(159)

Los Angeles, CA

Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.
  • #2024-101489

    Position summary

    mentorship of a seasoned advisor, this could be the role for you.

    What you have

    • 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

    Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.