Talent.com
Financial Consultant Partner - Carmel, IN
Financial Consultant Partner - Carmel, INCharles Schwab • CARMEL, IN, United States
Financial Consultant Partner - Carmel, IN

Financial Consultant Partner - Carmel, IN

Charles Schwab • CARMEL, IN, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Position Type : Regular

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.

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 relationships, uncovering business development opportunities and learning from your Sr. FC all 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.

What you have

Required Qualifications :

  • A valid and active Series 7 license is required ( license may be obtained under a condition of employment through Branch Network Licensing Program )
  • A valid and active Series 66 (63 / 65) license 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
  • 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
  • Capability to become a Notary
  • Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool
  • Openness to manage local events, as needed

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

    What’s in it for you

    At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

    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
    • [job_alerts.create_a_job]

    Financial Consultant • CARMEL, IN, United States

    [internal_linking.related_jobs]
    Carmel, IN

    Carmel, IN

    Posterity Health • Carmel, IN, US
    [job_card.full_time] +1
    Join Posterity Health, a pioneering practice revolutionizing male fertility care, headquartered in Colorado with rapid expansion nationwide. We are a growing men's health company looking for an ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Counselor

    Financial Counselor

    American Oncology Management Company • Indianapolis, IN, United States
    [job_card.full_time]
    Hematology Oncology of Indiana.A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining c...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Regional Financial Controller

    Regional Financial Controller

    Arcwood Environmental, LLC • Indianapolis, IN, US
    [job_card.full_time]
    Exciting Opportunity to Join Our Legacy of Environmental Leadership!.At Arcwood Environmental, we are more than just a company. we are pioneers in industrial waste management, committed to creating...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Representative - Bonuses and Travel Incentives

    Sales Representative - Bonuses and Travel Incentives

    Platinum Supplemental Insurance • Kokomo, Indiana
    [job_card.full_time]
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Occupational Therapist (OT) in Indiana

    Travel Occupational Therapist (OT) in Indiana

    AlliedTravelCareers • All Cities, IN, US
    [job_card.full_time]
    AlliedTravelCareers is working with Medix to find a qualified Occupational Therapist (OT) in Indiana!.Medix is working with a healthcare client to staff a crucial opening at their facility.We are s...[show_more]
    [last_updated.last_updated_30] • [promoted]
    PASRR Independent Contractor

    PASRR Independent Contractor

    Ascend Behavioral Health & Counseli • Indianapolis, IN, US
    [job_card.full_time]
    This a contractual position with Ascend Behavioral Health and Counseling Service to complete Pre-Admission Screening and Resident Review (PASRR) Level II assessments within Indiana.Ascend Behaviora...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Team Leader Finance

    Team Leader Finance

    CONAGRA • Indianapolis, IN, US
    [job_card.full_time]
    Reporting to the Plant Finance Manager, you will be a partner with the finance team to the Indianapolis Plant and Supply Chain Finance. You will perform complex and interpretive financial analysis f...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Controller

    Financial Controller

    Austin Allen Company, LLC • Indianapolis, IN, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Financial Controller – Manufacturing.Salary $130,000 - $160,000 + Benefits + Bonus + Paid Relocation to the Midwest.Seeking a hands-on leader who can easily collaborate with teams across the plant....[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Planner

    Financial Planner

    The Greater Midwest Financial Group • Indianapolis, IN, US
    [job_card.full_time] +1
    Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!. We have an immediate opening for a highly motiv...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Consultant Partner - Carmel, IN

    Financial Consultant Partner - Carmel, IN

    Charles Schwab • Noblesville, Indiana, US
    [job_card.permanent]
    Ready to make your application Please do read through the description at least once before clicking on Apply.At Schwab, you’re empowered to make an impact on your career. Here, innovative thought me...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Kokomo, Indiana
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Home Health Physical Therapist

    Home Health Physical Therapist

    Elara Caring • Kokomo, IN, US
    [job_card.full_time]
    Elara Caring is seeking a Home Health Physical Therapist for a job in Kokomo, Indiana.Job Description & Requirements.At Elara Caring, we have a unique opportunity to play a huge role in the gro...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Relationship Banker II | Carmel

    Relationship Banker II | Carmel

    Busey Bank • Carmel, IN, United States
    [job_card.full_time]
    The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The Relationship Banker II is an advanced rol...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Internal Wealth Specialist

    Internal Wealth Specialist

    Capital Group • Indianapolis, IN, United States
    [job_card.full_time]
    Capital Group's Regional Sales Office (RSO) is comprised of over 300 associates, and is the dynamic, collaborative hub that drives sales, operations, and innovation. Home to our talented internal wh...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Vice President & Controller

    Vice President & Controller

    BankTalent HQ • Indianapolis, IN, United States
    [job_card.full_time]
    The National Bank of Indianapolis is looking for a talented and forward-thinking.This is an opportunity to step into a high-impactpositionat one of the city's most respected financial institutions....[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Financial Controller - AI Trainer ($150 per hour)

    Remote Financial Controller - AI Trainer ($150 per hour)

    Mercor • Kokomo, Indiana, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Analyst

    Financial Analyst

    Creative Financial Staffing • Indianapolis, IN, US
    [job_card.full_time] +1
    We are a dynamic and growing organization in.This role is ideal for a data-driven professional who thrives on turning numbers into actionable business insights. This position offers the opportunity ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Manager

    Business Manager

    Ronald McDonald House Charities of Central Indiana • Indianapolis, IN, US
    [job_card.full_time]
    Ronald McDonald House Charities of Central Indiana (RMHCCIN) is expanding and seeking an exceptional.This role works closely with the Director of Administration to enhance systems, processes, and p...[show_more]
    [last_updated.last_updated_30] • [promoted]