Financial Consultant Partner NY; Midtown

Your Opportunity

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 developed expertise, youwill deepen new and existing client relationships,uncovering business development opportunitiesandlearningfromyour Sr. FC all along the way.

You’llsupport 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 aseasoned advisor, this could be the role for you.

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 is 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 maintaining 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

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