採用
Pay range:
USD $27.40 - $45.14 / Hour
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:
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3+ years of Financial Services Industry Experience
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Strong written and verbal communication skills
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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
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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Charles Schwabについて

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+
従業員数
Westlake
本社所在地
$134B
企業価値
レビュー
4.3
10件のレビュー
ワークライフバランス
4.2
報酬
3.8
企業文化
4.1
キャリア
3.2
経営陣
4.4
78%
友人に 勧める
良い点
Supportive management
Great work-life balance and flexibility
Excellent benefits and pay