招聘
Pay range:
USD $51,300.00 - $89,800.00 / Year
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative 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 partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all 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.
What you have 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 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
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Ability to identify new relationship development
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Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
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Ability to uncover and meet client needs and effectively manage client expectations
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Ability to build and maintain good cross-enterprise working relationships
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Capability to become a Notary
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Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool
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Openness to manage local events, as needed
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
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
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关于Charles Schwab

Charles Schwab
PublicCharles Schwab Corporation is a major American multinational financial services company that provides brokerage, banking, and financial advisory services to individual and institutional clients.
10,001+
员工数
Westlake
总部位置
$134B
企业估值
评价
4.3
10条评价
工作生活平衡
4.2
薪酬
3.8
企业文化
4.1
职业发展
3.2
管理层
4.4
78%
推荐给朋友
优点
Supportive management
Great work-life balance and flexibility
Excellent benefits and pay
缺点
Slow promotion and limited career advancement
Demanding work hours and fast-paced environment
Bureaucratic processes
薪资范围
29个数据点
L2
L3
L4
L5
L6
Mid/L4
L2 · Accountant L2
0份报告
$57,302
年薪总额
基本工资
$22,921
股票
$28,651
奖金
$5,730
$40,111
$74,493
面试经验
7次面试
难度
3.0
/ 5
时长
14-28周
录用率
28%
体验
正面 14%
中性 58%
负面 28%
面试流程
1
Phone Screen
2
Interview
3
Background Check
常见问题
Phone Interview
Recruiter Screening
Technical Assessment
新闻动态
Schwab Imposes New Limits on RIAs Using Long-Short Strategies - AdvisorHub
AdvisorHub
News
·
1d ago
How Could Higher Oil Prices Impact the Muni Market? - Charles Schwab - Commentaries - Advisor Perspectives
Advisor Perspectives
News
·
1d ago
Schwab creates new limits to RIAs using long-short, separately managed accounts. - InvestmentNews
InvestmentNews
News
·
2d ago
Charles Schwab imposes new limits on tax-aware strategies - report - MSN
MSN
News
·
2d ago