International Financial Consultant Partner- Asia Pacific Region
Your Opportunity
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
This position is part of the International Branch network which is responsible for providing 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 with the practice clients of the Sr. 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 (FCP), you are in the heart of the action, acting as a trusted partner to our International FCs and WCs and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning along the way. You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, 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 the role for you.
Reports to the following company office locations in Orlando and Westlake and is not available as fully remote. Must live within reasonable commuting distance. Subject to Schwab’s internal approach to workplace flexibility.
What you have
Required Qualifications:
- A valid and active Series 7 license is required
- A valid and active 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
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
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 plan
- Paid time for vacation, volunteering, and 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
What you are good at
What you have
Required Qualifications:
- A valid and active Series 7 license is required
- A valid and active 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
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.