Financial Consultant Partner- Oklahoma City OK
Company: Charles Schwab
Location: Oklahoma City
Posted on: April 17, 2024
|
|
Job Description:
Position Type: RegularYour 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)
PreferredQualifications:
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, 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:
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
Keywords: Charles Schwab, Oklahoma City , Financial Consultant Partner- Oklahoma City OK, Accounting, Auditing , Oklahoma City, Oklahoma
Click
here to apply!
|