Talent.com
Financial Consultant Partner - Carmel, IN
Financial Consultant Partner - Carmel, INCharles Schwab • CARMEL, IN, United States
Financial Consultant Partner - Carmel, IN

Financial Consultant Partner - Carmel, IN

Charles Schwab • CARMEL, IN, United States
19 hours 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
  • In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

    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 • CARMEL, IN, United States

    Related jobs
    Financial Counselor

    Financial Counselor

    American Oncology Management Company • Indianapolis, IN, United States
    Full-time
    Hematology Oncology of Indiana.A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining c...Show more
    Last updated: 16 days ago • Promoted
    Locum Physician Assistant (PA) - Family Practice in Indiana

    Locum Physician Assistant (PA) - Family Practice in Indiana

    LocumJobsOnline • All Cities, IN, US
    Full-time +1
    LocumJobsOnline is working with Barton Associates to find a qualified Family Practice PA in Indiana!.We are seeking a Family Practice Physician Assistant for a 66-day locum tenens assignment in Ind...Show more
    Last updated: 30+ days ago • Promoted
    Associate Actuary

    Associate Actuary

    Munich RE • Carmel, IN, United States
    Full-time
    Amelia, United States; Akron, United States; Ann Arbor, United States; Athens, United States; Atlanta, United States; Augusta, United States. Bremen, United States; Carmel, United States; Cary, Uni...Show more
    Last updated: 30+ days ago • Promoted
    Side Income Opportunity - Work Your Own Hours

    Side Income Opportunity - Work Your Own Hours

    Finance Buzz • Greentown, Indiana, US
    Part-time +1
    We’re offering a part-time opportunity for individuals who want to earn extra cash without disrupting their main job or studies. This role gives you the freedom to work from home at your own pace, l...Show more
    Last updated: 30+ days ago • Promoted
    Financial Consultant Partner - Carmel, IN

    Financial Consultant Partner - Carmel, IN

    Charles Schwab • Carmel, IN, United States
    Full-time
    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 togeth...Show more
    Last updated: 1 day ago • Promoted
    Sales Consultant

    Sales Consultant

    LaForce • Indianapolis, IN, United States
    Full-time
    LaForce, a leading provider of commercial doors, frames, and hardware, is seeking a motivated and results-driven.Enjoy the stability of a guaranteed salary with no commission pressure.This role is ...Show more
    Last updated: 30+ days ago • Promoted
    Travel CT Tech in Carmel, IN - $8881 / month

    Travel CT Tech in Carmel, IN - $8881 / month

    Vetted Health • Carmel, IN, United States
    Temporary
    Provides specialized healthcare services in a clinical setting.Works collaboratively with healthcare team members.Maintains professional standards and patient care quality.Participates in patient a...Show more
    Last updated: 6 days ago • Promoted
    Financial Solutions Advisor Registration Candidate - Washington and Mitthoeffer Financial Center

    Financial Solutions Advisor Registration Candidate - Washington and Mitthoeffer Financial Center

    Bank of America • Indianapolis, IN, United States
    Full-time
    Financial Solutions Advisor Registration Candidate - Washington and Mitthoeffer Financial Center.To proceed with your application, you must be at least 18 years of age. To proceed with your applicat...Show more
    Last updated: 5 days ago • Promoted
    Senior Trader – Investment Team (Equities & Derivatives)

    Senior Trader – Investment Team (Equities & Derivatives)

    Larson Wealth Partners, LLC • Indianapolis, Indiana, United States, 46256
    Full-time
    Quick Apply
    Larson Financial Holdings is seeking a.Investment Team and take ownership of day-to-day execution across equities and derivatives. This role blends portfolio implementation, options overlays, and ta...Show more
    Last updated: 30+ days ago • Promoted
    Financial Controller

    Financial Controller

    Austin Allen Company, LLC • Indianapolis, IN, US
    Full-time
    Quick Apply
    Financial Controller – Manufacturing.Salary $130,000 - $160,000 + Benefits + Bonus + Paid Relocation to the Midwest.Seeking a hands-on leader who can easily collaborate with teams across the plant....Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor - PNC Wealth Management

    Financial Advisor - PNC Wealth Management

    PNC • Noblesville, IN, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 22 days ago • Promoted
    Family Practice-Geriatrics Physician - $115 - $135 / yearly

    Family Practice-Geriatrics Physician - $115 - $135 / yearly

    DocCafe • Kokomo, Indiana, US
    Full-time
    DocCafe has an immediate opening for the following position : Physician - Family Practice-Geriatrics in Kokomo, Indiana.DocCafe is the premier physician and advanced practice job board to help you a...Show more
    Last updated: 2 days ago • Promoted
    CMA I

    CMA I

    Axia Women's Health • Carmel, IN, United States
    Full-time
    Great Place to Work for the 4th year in a row, our vision is to lead the way in improving women's health.At the core of achieving this is a caring, connected, and progressive community of women's h...Show more
    Last updated: 30+ days ago • Promoted
    Financial Analyst Lead

    Financial Analyst Lead

    Thompson Thrift • Indianapolis, IN, United States
    Full-time
    We are seeking a strategic and results-driven Financial Analyst Lead to join our team in Indianapolis, IN.The Financial Analyst Lead plays a pivotal role in shaping strategic decision-making at Tho...Show more
    Last updated: 21 days ago • Promoted
    Locum Physician Assistant (PA) - Family Practice in Indiana

    Locum Physician Assistant (PA) - Family Practice in Indiana

    LocumJobsNetwork • All Cities, IN, US
    Full-time +1
    LocumJobsNetwork is working with Barton Associates to find a qualified Family Practice PA in Indiana!.We are seeking a Family Practice Physician Assistant for a 66-day locum tenens assignment in In...Show more
    Last updated: 30+ days ago • Promoted
    Associate Financial Advisor

    Associate Financial Advisor

    Principal Co • Indianapolis, IN, United States
    Full-time
    Do you have a desire to assist others in helping them to build effective strategies to reach their financial goals, and at the same time connect with their values and vision? We are seeking Leaders...Show more
    Last updated: 25 days ago • Promoted
    Physician / Family Practice / Indiana / Permanent / EXPANDING Family Practice in Central Indiana : Team of 6 Job

    Physician / Family Practice / Indiana / Permanent / EXPANDING Family Practice in Central Indiana : Team of 6 Job

    Healthcare Connections • Not Specified, Indiana, United States
    Permanent
    EXPANDING Family Practice in Central Indiana : .The best of both worlds - private practice feel with flexibility and autonomy with the stability and security of being part of one of the largest healt...Show more
    Last updated: 30+ days ago • Promoted
    Small Business Banker II

    Small Business Banker II

    Northwest Bank • Fishers, IN, United States
    Full-time
    The Small Business Banker II services a wide variety of business loans including commercial and industrial loans, SBA, and commercial real estate while working as part of a team with branches, cred...Show more
    Last updated: 30+ days ago • Promoted