Talent.com
Financial Consultant Partner - Corte Madera, CA

Financial Consultant Partner - Corte Madera, CA

Charles SchwabCORTE MADERA, CA, US
30+ days ago
Job type
  • Full-time
Job description

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.

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
  • Create a job alert for this search

    Financial Consultant • CORTE MADERA, CA, US

    Related jobs
    • Promoted
    Director, Consulting - Portfolio Strategy

    Director, Consulting - Portfolio Strategy

    Jones Lang LaSalle IncorporatedSan Francisco, CA, United States
    Full-time
    Location : SF Bay Area, CA | Hybrid • • JLL (NYSE : JLL) is a leading professional services firm driven by our purpose to shape the future of real estate for a better world. We deliver innovative soluti...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Financial Consultant Partner - Corte Madera, CA

    Financial Consultant Partner - Corte Madera, CA

    Charles SchwabCorte Madera, California, US
    Permanent
    All potential applicants are encouraged to scroll through and read the complete job description before applying.At Schwab, you’re empowered to make an impact on your career.Here, innovative thought...Show moreLast updated: 6 hours ago
    • Promoted
    Financial Consultant Opportunity

    Financial Consultant Opportunity

    Fidelity InvestmentsNovato, CA, United States
    Full-time
    Are you ready to take your financial career to the next level?.If you're eager to focus on building deeper relationships with clients and creating sophisticated financial plans, consider becoming p...Show moreLast updated: 1 day ago
    • Promoted
    VP, Financial Consultant - San Francisco, CA

    VP, Financial Consultant - San Francisco, CA

    Charles SchwabSan Francisco, CA, United States
    Full-time
    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Click the link below to review our Investment Professionals’ incentive structure.Investment Professi...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Consultant - Berkeley, CA

    Financial Consultant - Berkeley, CA

    Fidelity InvestmentsVallejo, CA, United States
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show moreLast updated: 1 day ago
    • Promoted
    Financial Consultant - Sunnyvale, CA

    Financial Consultant - Sunnyvale, CA

    Fidelity InvestmentsMoss Beach, CA, United States
    Full-time
    Job Description : Financial Consultant.If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, the...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data AnnotationNapa, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: less than 1 hour ago
    • Promoted
    Financial Consultant - San Francisco, CA

    Financial Consultant - San Francisco, CA

    Fidelity InvestmentsSan Francisco, CA, United States
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show moreLast updated: 1 day ago
    • Promoted
    Financial Consultant - Marin, CA

    Financial Consultant - Marin, CA

    Fidelity InvestmentsBelvedere, CA, United States
    Full-time
    Job Description : Financial Consultant.If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, the...Show moreLast updated: 1 day ago
    • Promoted
    VP, Financial Consultant

    VP, Financial Consultant

    Charles SchwabSan Mateo, CA, 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...Show moreLast updated: 1 day ago
    • Promoted
    Director, Consulting - Portfolio Strategy

    Director, Consulting - Portfolio Strategy

    JLLSan Francisco, CA, United States
    Full-time
    JLL empowers you to shape a brighter way.Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology f...Show moreLast updated: 30+ days ago
    • Promoted
    Enterprise Implementation Consultant, Financial Saas

    Enterprise Implementation Consultant, Financial Saas

    Brex Inc.San Francisco, CA, United States
    Full-time
    Enterprise Implementation Consultant, Financial Saas#### San Francisco, California, United StatesEnterprise Implementation Consultant, Financial Saas • •Why join us • •Brex is the AI-powered spend plat...Show moreLast updated: 30+ days ago
    • Promoted
    Clinical Psychologist (PsyD, PhD) - Moss Beach, CA

    Clinical Psychologist (PsyD, PhD) - Moss Beach, CA

    LifeStance HealthMoss Beach, CA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 3 days ago
    • Promoted
    Enterprise Implementation Consultant, Financial Saas

    Enterprise Implementation Consultant, Financial Saas

    BrexSan Francisco, CA, United States
    Full-time
    Enterprise Implementation Consultant, Financial Saas#### San Francisco, California, United StatesEnterprise Implementation Consultant, Financial Saas • •Why join us • •Brex is the AI-powered spend plat...Show moreLast updated: 1 day ago
    • Promoted
    RIA Regional Consultant - Northern California, VP II - State Street Investment Management

    RIA Regional Consultant - Northern California, VP II - State Street Investment Management

    CFA InstituteSan Francisco, CA, United States
    Full-time
    We are currently hiring for a distribution role at State Street Investment Management within the Client Coverage Group.In this role, you will work with a team of external and internal wholesalers i...Show moreLast updated: 30+ days ago
    • Promoted
    Chief Financial Officer & Senior Associate Athletics Director, Intercollegiate Athletics (0213U) 80

    Chief Financial Officer & Senior Associate Athletics Director, Intercollegiate Athletics (0213U) 80

    InsideHigherEdBerkeley, California, United States
    Full-time
    Chief Financial Officer & Senior Associate Athletics Director, Intercollegiate Athletics (0213U) 80.At the University of California, Berkeley, we are dedicated to fostering a community where everyo...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Director of Financial Aid (4527C), Berkeley Law - 81168

    Associate Director of Financial Aid (4527C), Berkeley Law - 81168

    InsideHigherEdBerkeley, California, United States
    Full-time
    Associate Director of Financial Aid (4527C), Berkeley Law - 81168.At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive.Ou...Show moreLast updated: 30+ days ago
    • Promoted
    Clinical Social Worker

    Clinical Social Worker

    California Department of Corrections and RehabilitationINVERNESS, California, US
    Full-time
    Position : Clinical Social Worker Increased Salaries are Just the Beginning… The past few years have seen dramatic shifts in the health care landscape. California Correctional Health Care Services (C...Show moreLast updated: 30+ days ago