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채용Charles Schwab

Financial Consultant Partner- San Ramon, CA

Charles Schwab

Financial Consultant Partner- San Ramon, CA

Charles Schwab

San Ramon, CA

·

On-site

·

Full-time

·

1d ago

Pay range:

USD $32.21 - $53.13 / Hour

Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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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Charles Schwab 소개

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+

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