Charles Schwab & Company, Inc.
Financial Consultant Partner- San Mateo, CA
San Mateo, CA, US
Sponsorship not specifiedDetected 6 days ago
Business DevelopmentFinal Cut ProCommunicationProblem SolvingMentoring
About the role
- Your Opportunity At Schwab, you're empowered to make an impact on your career.
- This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr.
- FC to pursue business development opportunities.
Responsibilities
- Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice.
- The Financial Consultant Partner will help grow the practice by partnering with their Sr.
- You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management.
Requirements
- 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.
Compensation
- 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
Benefits
- Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr.
Company info
- This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs.
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