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ionships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with FCs and WCs 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 International FCs and WCs and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning 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.
Reports to the following company office locations in Orlando and Westlake and is not available as fully remote. Must live within reasonable commuting distance. Subject to Schwab's internal approach to workplace flexibility.
What you have
Required Qualifications:
A valid and active Series 7 license is required
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
Fluency in Mandarin language used to support International clients.
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
Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool
Openness to manage local and virtual events, as needed
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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: