Financial consultant Jobs in Baltimore, MD
- Promoted
Financial Consultant Partner- Towson, MD
Charles SchwabTOWSON, Maryland, United States- Promoted
(Canada) Software Implementation Consultant - Financial
PointClickCareCatonsville, MD, United States
Remote Financial Educator & Sales Consultant
Global Financial ImpactBaltimore, MD, US- Promoted
%20LLP){kind=logo}
Financial Analyst
Womble Bond Dickinson (US) LLPBaltimore, MD, US- Promoted
Financial Analyst
Top StackGlen Burnie, MD, US- Promoted
Financial Advisor
Prudential FinancialBaltimore, MD, United States- Promoted
Financial Analyst
service coordinationBaltimore, MD, United States- Promoted
Financial Analyst
Creative Financial StaffingBaltimore, MD, US- Promoted
FINANCIAL ANALYST
Brown Advisory IncorporatedMD, United States- Promoted
Financial Analyst
Service CoordinationBaltimore, MD, United States- Promoted
Financial Planning Consultant
Thompson Financial GroupBaltimore, MD, United States- Promoted
Financial Analyst
IntraloxBaltimore, MD, United States- Promoted
Healthcare Financial Consultant
VirtualVocationsBaltimore, Maryland, United States- Promoted
Financial Analyst
Under ArmourBaltimore, MD, US- Promoted
Financial Professional
New York Life Insurance Companybaltimore, MD, United States
Financial Sales Consultant
PNC Bank NATowson- Promoted
Financial Planner
Greenspring AdvisorsTowson, MD, United States
Financial Consultant (Personal Investors)
T. Rowe PriceOwings Mills, MD- Promoted
Financial Analyst
Service Coordination, Inc.Baltimore, MD, USFinancial Consultant Partner- Towson, MD
Charles SchwabTOWSON, Maryland, United States- Full-time
Position Type : Regular
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.
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.
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.
To learn more about our client offerings visit : Charles Schwab - Investor Services
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 :
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you – both today and in the future :