๐Ÿ’ผ Financial Consultant Partner - New York, NY (Midtown)

Company
Charles Schwab
Location
Carlstadt, NJ
Date posted
2025-02-04
Job Type
None
Industry
Sales
Description
Position Type: RegularYour opportunity At Schwab, youโ€™re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us โ€œchallenge the status quoโ€ 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...See full description
Important Skills Hard skillsSoft Skills
Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management