Financial Consultant Partner- San Francisco-West Portal, CA

About the role

The Financial Consultant Partner (FCP) position within Schwab's Branch Network is designed to support the growth and management of an affluent wealth management practice. This role involves servicing clients, growing client relationships, and delivering advice with the practice clients of the Senior Financial Consultant (FC).

Responsibilities

• Support the growth and management of an affluent wealth management practice.
• Provide exceptional service, advice, and relationship management.
• Partner with the Senior Financial Consultant (FC) to pursue business development opportunities.
• Deepen new and existing client relationships.
• Uncover business development opportunities and learn from the Senior Financial Consultant (FC).

Requirements

• A valid and active Series 7 license is required (may be obtained under a condition of employment through Branch Network Licensing Program).
• A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment).

Preferred Qualifications

• 3+ years of Financial Services Industry Experience.
• Strong written and verbal communication skills.
• Ability to handle multiple tasks simultaneously and prioritize effectively.
• Openness to building, refreshing, and delivering financial plans for practice clients.
• Ability to identify new relationship development opportunities.
• Ability to uncover and meet client needs and manage expectations effectively.
• Strong cross-enterprise working relationships.
• Notary capability.
• Experience updating and compiling client information through Schwab's internal CRM tool.
• Openness to managing local events, as needed.

Benefits

• 401(k) with company match and Employee stock purchase plan.
• Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service.
• Tuition reimbursement.
• Health, dental, and vision insurance.

Pay

This role is eligible for bonus or incentive opportunities.

Schedule

N/A