Financial Consultant Partner- San Ramon, CA

Your Opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

At Schwab,you’reempowered to make an impact on your career.Here, innovative thoughtmeetscreative 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 partnerto ourSr. Financial Consultants(FC)and their practice clients.Through your developedexpertise, youwill deepen new and existing client relationships,uncoveringbusiness development opportunitiesandlearningfromyour Sr. FC all along the way.You’llsupport the growth and management of an affluent wealth management practice,providing exceptional service,advice, andrelationship management.If you are a licensed financial professionalwith a passion for wealth management, and a desire to grow under the mentorship of aseasoned advisor, this could be the role for you.

What you have

Required Qualifications:

• A valid and active Series 7 license isrequired(license may be obtained under a condition of employment through Branch Network Licensing Program)

• A valid and active Series 66 (63/65) licenserequired(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 proventrack recordto handle several tasks simultaneously and effectively prioritize

• Ability toidentifynew 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 andmaintaingood 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