Finance Jobs in Dana Point, CA

1 job found

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2mo ago

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

Charles Schwab Dana Point, CA

Dana Point, CA

2mo ago

$29 - $48/hr Full time Beach CA Consultant

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Job Description

Your opportunity

At Schwab, you have the chance to influence your career trajectory. Innovative thinking meets practical problem solving as we challenge the status quo and reshape the financial industry together. As a Financial Consultant Partner (FCP) in Dana Point, you’ll operate at the center of client engagement, partnering with Senior Financial Consultants and their practice clients. With your growing expertise, you’ll deepen relationships, identify business development opportunities, and learn from mentors as you contribute to the growth and management of a high-net-worth wealth management practice. If you’re a licensed financial professional with a passion for wealth management and a desire to grow under an experienced advisor, this could be your role.

What you have

Required Qualifications:

A valid and active Series 7 license is required (license may be obtained under a condition of employment through the Branch Network Licensing Program).
A valid and active Series 66 (63/65) license is 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.
Proven ability to multitask and prioritize effectively when handling multiple duties.
Ability to identify opportunities for new relationship development.
Openness to build, refresh, and deliver financial plans for practice clients in partnership with Senior Financial Consultant(s).
Capability to identify client needs and manage expectations accordingly.
Ability to establish and maintain cross-enterprise working relationships.
Notary capability.
Willingness to manage local events as needed.
Experience updating and compiling client information through Schwab’s internal CRM tool.

What’s in it for you

Schwab empowers you to shape your future through meaningful work, ongoing learning, and a culture anchored in trust and collaboration, enabling you to develop skills that deliver lasting impact. We offer a competitive benefits package designed to support you today and in the years ahead, including:

401(k) with company match and an Employee Stock Purchase Plan.
Paid time off for vacation and volunteering, plus a 28-day sabbatical after every five years of service for eligible roles.
Paid parental leave and family-building benefits.
Tuition reimbursement.
Health, dental, and vision insurance.

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