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求人Charles Schwab

Financial Consultant Partner - Tampa, FL

Charles Schwab

Financial Consultant Partner - Tampa, FL

Charles Schwab

Tampa, FL

·

On-site

·

Full-time

·

1d ago

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:

  • 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 maintain 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

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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0

応募クリック数

0

模擬応募者数

0

スクラップ

0

Charles Schwabについて

Charles Schwab

Charles 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

改善点

Slow promotion and limited career advancement

Demanding work hours and fast-paced environment

Bureaucratic processes

給与レンジ

29件のデータ

L2

L3

L4

L5

L6

L2 · Sales L2

0件のレポート

$52,000

年収総額

基本給

$20,800

ストック

$26,000

ボーナス

$5,200

$36,400

$67,600

面接体験

7件の面接

難易度

3.0

/ 5

期間

14-28週間

内定率

28%

体験

ポジティブ 14%

普通 58%

ネガティブ 28%

面接プロセス

1

Phone Screen

2

Interview

3

Background Check

よくある質問

Phone Interview

Recruiter Screening

Technical Assessment