Financial Consultant Partner – Palm Beach, FL Position Available In Palm Beach, Florida
Tallo's Job Summary: As a Financial Consultant Partner in Palm Beach, FL, you will support the growth of an affluent wealth management practice by providing exceptional service, advice, and relationship management. This role requires a valid Series 7 license and Series 66 (63/65) license, with preferred qualifications including 3+ years of financial services industry experience and strong communication skills. Schwab is hiring for this position, offering an opportunity for licensed financial professionals to grow under the mentorship of a seasoned advisor.
Job Description
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
