채용
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
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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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총 지원 클릭 수
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모의 지원자 수
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Charles Schwab 소개

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+
직원 수
Westlake
본사 위치
$134B
기업 가치
리뷰
4.3
10개 리뷰
워라밸
4.2
보상
3.8
문화
4.1
커리어
3.2
경영진
4.4
78%
친구에게 추천
장점
Supportive management
Great work-life balance and flexibility
Excellent benefits and pay
단점
Slow promotion and limited career advancement
Demanding work hours and fast-paced environment
Bureaucratic processes
연봉 정보
29개 데이터
L2
L3
L4
L5
L6
Mid/L4
L2 · Accountant L2
0개 리포트
$57,302
총 연봉
기본급
$22,921
주식
$28,651
보너스
$5,730
$40,111
$74,493
면접 경험
7개 면접
난이도
3.0
/ 5
소요 기간
14-28주
합격률
28%
경험
긍정 14%
보통 58%
부정 28%
면접 과정
1
Phone Screen
2
Interview
3
Background Check
자주 나오는 질문
Phone Interview
Recruiter Screening
Technical Assessment
뉴스 & 버즈
Ninety One SA Pty Ltd Boosts Stock Position in The Charles Schwab Corporation $SCHW - MarketBeat
MarketBeat
News
·
2d ago
Barclays Sticks to Their Buy Rating for Charles Schwab (SCHW) - The Globe and Mail
The Globe and Mail
News
·
2d ago
Schwab Investors Get Spooked by JPMorgan’s AI Strategy. The Big Worry Is Cash Sweeps. - Barron's
Barron's
News
·
2d ago
Charles Schwab Posts Strong Q1, Analyst Raises Price Target On Monetization Opportunities - Benzinga
Benzinga
News
·
3d ago