Financial Consultant Partner - Walnut Creek, CA
Company: Charles Schwab
Location: Walnut Creek
Posted on: March 16, 2023
Position Type: Regular
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. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities.
To learn more about our client offerings visit: Charles Schwab - Investor Services
What you are good at
As a Financial Consultant Partner at Charles Schwab, you will operate in a team-based model partnered with one to three Sr. Financial Consultants. In a team-based model, tasks can be completed as advised by your Sr. Financial Consultant(s), in partnership with, or independently with check-ins:
To learn more about the culture at Schwab, click here to meet our people.
What you have
Required minimum skills and qualifications are:
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.
Position Type: Regular
Keywords: Charles Schwab, Walnut Creek , Financial Consultant Partner - Walnut Creek, CA, Professions , Walnut Creek, California
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