Talent.com
Financial Consultant Partner - Century City, CA
Financial Consultant Partner - Century City, CACharles Schwab • Bell, CA, United States
No longer accepting applications
Financial Consultant Partner - Century City, CA

Financial Consultant Partner - Century City, CA

Charles Schwab • Bell, CA, United States
8 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 ( / summary-of-benefits) 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 Partner - Century City, CA • Bell, CA, United States

    Related jobs
    Financial Controller

    Financial Controller

    Faes & Co. • Santa Monica, CA, US
    Full-time
    Quick Apply
    We are looking for an experienced Financial Controller to join our growing firm.We run a real estate lending platform focused on lending to property entrepreneurs in the residential ‘fix & flip...Show more
    Last updated: 30+ days ago
    Senior Treasury Management Sales Consultant - Los Angeles, San Francisco, Menlo Park, Walnut Creek,

    Senior Treasury Management Sales Consultant - Los Angeles, San Francisco, Menlo Park, Walnut Creek,

    BankTalent HQ • Los Angeles, CA, United States
    Full-time
    Are you a results-driven Treasury Management professional with a passion for solving complex financial challenges and delivering tailored solutions? We're seeking a high-performing sales consultant...Show more
    Last updated: 30+ days ago • Promoted
    Financial Due Diligence Director

    Financial Due Diligence Director

    Grant Thornton LLP • Los Angeles, CA, US
    Full-time
    Financial Due Diligence Director.As a Financial Due Diligence Director, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full ran...Show more
    Last updated: 25 days ago • Promoted
    Experienced Financial Advisor

    Experienced Financial Advisor

    Abacus Wealth Partners • Santa Monica, CA, US
    Full-time
    Quick Apply
    Did you get into financial planning to help people, but feel overburdened by repetitive and administrative-oriented tasks?. Do you read up on Roth conversion strategies on the weekends?.Are your cli...Show more
    Last updated: 30+ days ago
    Investment Consultant - Los Angeles, CA (Downtown)

    Investment Consultant - Los Angeles, CA (Downtown)

    Los Angeles Staffing • Los Angeles, CA, US
    Full-time
    Investment Consultant Role At Schwab.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 more
    Last updated: 27 days ago • Promoted
    Strategic Nonprofit CFO & Financial Architect

    Strategic Nonprofit CFO & Financial Architect

    VirtualVocations • Long Beach, California, United States
    Full-time
    A nonprofit financial consultancy is seeking a CFO to provide strategic financial leadership.This role requires over 15 years of experience in financial leadership within nonprofits and a Bachelor'...Show more
    Last updated: 1 day ago • Promoted
    Financial Due Diligence Director

    Financial Due Diligence Director

    Grant Thornton • Los Angeles, California, USA
    Full-time
    As a Financial Due Diligence Director youll focus on middle-market transactions serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate ...Show more
    Last updated: 26 days ago • Promoted
    Leasing Consultant

    Leasing Consultant

    Asset Living • Los Angeles, CA, US
    Full-time +1
    Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide.Founded in 1986, Asset Living has decades of experience delivering exceptional value ...Show more
    Last updated: 16 days ago
    Client Relationship Consultant 1 (Banker) - 14th & Wilshire - Los Angeles, CA

    Client Relationship Consultant 1 (Banker) - 14th & Wilshire - Los Angeles, CA

    U.S. Bancorp • Santa Monica, CA, US
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show more
    Last updated: 3 hours ago • Promoted • New!
    Lead Financial Due Diligence Director

    Lead Financial Due Diligence Director

    Grant Thornton (US) • Los Angeles, CA, United States
    Full-time
    A leading consulting firm in Los Angeles is seeking a Financial Due Diligence Director to lead buy-side and sell-side transactions. The ideal candidate will have at least 10 years of experience in a...Show more
    Last updated: 5 days ago • Promoted
    Leasing Consultant

    Leasing Consultant

    Avenue5 • Los Angeles, CA, US
    Full-time
    Unlock your potential with Avenue5 Residential.We take care of you, so you can take care of our residents, properties and clients. Property management may be our business, but people are our passion...Show more
    Last updated: 30+ days ago • Promoted
    Financial Director

    Financial Director

    Archinect • Los Angeles, CA, United States
    Full-time
    Aaron Brumer & Associates Architects is a Los Angeles–based Architecture firm known for exceptional design and client service. Founded in 2006, we specialize in creative residential projects—multi-f...Show more
    Last updated: 18 days ago • Promoted
    Physician / California / Permanent / Certified Financial Wealth Planner Job

    Physician / California / Permanent / Certified Financial Wealth Planner Job

    Tandym Health • Los Angeles, CA, United States
    Permanent
    A financial services firm in California is currently seeking an experienced professional to join their staff in Los Angeles as their newCertified Financial Wealth Planner.In this role, the Certifie...Show more
    Last updated: 3 days ago • Promoted
    Leasing Consultant

    Leasing Consultant

    California Staffing • Los Angeles, CA, US
    Full-time
    Unlock your potential with Avenue5 Residential.We take care of you, so you can take care of our residents, properties, and clients. Property management may be our business, but people are our passio...Show more
    Last updated: 3 days ago • Promoted
    Managing Director, Financial Services Resilience (Los Angeles)

    Managing Director, Financial Services Resilience (Los Angeles)

    Confidential • Los Angeles, CA, United States
    Full-time
    Managing Director, Financial Services Resilience.Leading accounting & consulting firm.The Company is seeking a Managing Director for Financial Services Resilience. The successful candidate will be r...Show more
    Last updated: 17 hours ago • Promoted • New!
    Financial Project Manager - PDS

    Financial Project Manager - PDS

    Deloitte • Los Angeles, CA, US
    Full-time
    Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Financial Project Manager you will have the ability to share new ideas a...Show more
    Last updated: 1 day ago • Promoted
    Accounting and Finance Consulting Director Finance as a Service

    Accounting and Finance Consulting Director Finance as a Service

    RSM • Los Angeles, California, USA
    Full-time
    We are the leading provider of professional services to the middle market globally our purpose is to instill confidence in a world of change empowering our clients and people to realize their full ...Show more
    Last updated: 15 days ago • Promoted
    Workday Financials Manager

    Workday Financials Manager

    1872 Consulting • Santa Monica, CA, United States
    Full-time
    LA, Pittsburgh, or Washington DC - Hybrid onsite 3 days per week.Reporting to the Director of the Workday Service Center, you will manage a dedicated team responsible for the seamless operation of ...Show more
    Last updated: 30+ days ago • Promoted