![]() 1d agoĪre you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. As a Wealth Consultant Partner at Charles Schwab, you will operate in a team-based model partnered with one to three Sr. ![]() In partnership with the Wealth Advisor, the Wealth Consultant Partner will deliver exceptional service, help to grow and deepen client relationships, while also delivering advice with the practice clients of the Wealth Advisor. Wealth Consultant(s) and their practice clients. As part of our Wealth Advisory team, the Wealth Consultant Partner is an essential member of an elite team providing high-touch service and on-going support for the wealth management needs of the ultra-high net worth client. Financial Consultant(s) to ensure we are providing an exceptional experience for clients ultimately improving client promoter score for the branch. Wealth Consultant(s) to close the business. Financial Consultant(s) with client segmentation and client engagement blue prints leverage Connect mailings, branch workshops, as well as regional/national events. Financial Consultant(s) by following up on referrals and engaging with prospective clients. Support the business development and relationship building activities of the Sr. ![]() Financial Consultant(s), in partnership with, or independently with check-ins: Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr. In a team-based model, tasks can be completed as directed by your Sr. ![]()
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