Financial Consultant Partner- Monarch Beach (Dana Point), CA

Position Type: RegularYour opportunityAt Schwab,you'reempowered to make an impact on your career.Here, innovative thoughtmeetscreative 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 actionacting as a trusted partnerto ourSr. Financial Consultants(FC)and their practice clients.Through your developedexpertise, youwill deepen new and existing client relationships,uncoveringbusiness development opportunitiesandlearningfromyour Sr. FC all along the way.You'llsupport the growth and management of an affluent wealth management practice,providing exceptional service,advice, andrelationship managementIf you are a licensed financial professionalwith a passion for wealth management, and a desire to grow under the mentorship of aseasoned advisor, this could be the role for you. What you haveRequired Qualifications:A valid and active Series 7 license isrequiredlicense may be obtained under a condition of employment through Branch Network Licensing ProgramA valid and active Series 66 (63/65) licenserequiredlicense(s) may be obtained under a condition of employmentPreferred Qualifications:3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proventrack recordto handle several tasks simultaneously and effectively prioritize Ability toidentifynew 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 andmaintaingood 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 neededWhat'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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance