Financial Consultant Partner - Thousand Oaks, CA

About the role

This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice.

Responsibilities

• Servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant (FC)
• Partnering with the Sr. Financial Consultant (FC) to pursue business development opportunities
• Supporting the growth and management of an affluent wealth management practice
• Providing exceptional service, advice, and relationship management

Requirements

• 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
• Ability to handle several tasks simultaneously and effectively prioritize
• Proven track record to handle multiple tasks simultaneously and effectively prioritize
• Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
• Ability to identify new relationship development
• 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
• Experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool
• Openness to manage local events, as needed

Benefits

• 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

Pay

The salary range for this role is not specified, but it is eligible for bonus or incentive opportunities.

Schedule

The schedule for this role is not specified.