Financial Consultant Partner - International Branch

Your opportunity

At Schwab, you are empowered to make a meaningful impact on your career. Here, innovative thinking meets practical problem solving as we aim to challenge the status quo and transform the finance industry together. The selected candidate will work on site in the specified location. This role is part of the International Branch network, which provides Wealth Management to cross-border (non-US resident) clients to meet their financial needs. In partnership with International Financial Consultants (FCs) and International Wealth Consultants (WCs), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice to the practice clients of the Senior Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with FCs and WCs to pursue business development opportunities. As a Financial Consultant Partner, you are at the core of the team, serving as a trusted partner to our International FCs and WCs and their practice clients. Through your expertise, you will deepen new and existing client relationships, identify growth opportunities, and continue learning along the way. You will support the growth and management of an affluent wealth management practice, delivering exceptional service, guidance, 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 an excellent fit for you.

Location: Orlando, FL 32802

Position Type: Regular

What you have

Required Qualifications

• A valid and active 7, Series 66 (63/65) license required (*license(s) may be obtained under a condition of employment*)
• Fluency in Mandarin language used to support International clients

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
• Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool
• Openness to manage local and virtual events, as needed

What’s in it for you

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and a 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