Financial Consultant Partner - Corte Madera, CA

Welcome to Charles Schwab, where we believe in providing exceptional financial services to our clients. We are currently seeking a highly motivated and experienced Financial Consultant Partner to join our team in Corte Madera, CA. As a Financial Consultant Partner, you will have the opportunity to work closely with our clients to understand their financial goals and help them achieve their dreams. This is an exciting opportunity to join a dynamic and growing company in the financial industry. We are looking for someone who is passionate about helping others and has a strong background in finance. If you have a desire to make a positive impact in people's lives and possess the necessary qualifications, we would love to hear from you.

1. Provide exceptional financial services to clients by understanding their individual financial goals and needs.
2. Collaborate with clients to develop comprehensive financial plans and strategies.
3. Conduct thorough financial analysis and research to support recommendations given to clients.
4. Stay up-to-date with industry trends, changes in regulations, and new financial products to provide the best possible advice to clients.
5. Build and maintain strong relationships with clients to ensure their ongoing satisfaction and trust in our services.
6. Act as a trusted advisor to clients, offering guidance and support in achieving their financial goals.
7. Work closely with other team members to share knowledge and best practices, and provide support when needed.
8. Actively seek out new business opportunities and participate in client acquisition activities.
9. Continuously strive to improve and enhance the client experience through exceptional service and communication.
10. Adhere to all company policies, procedures, and ethical standards to maintain the highest level of professionalism and integrity.
11. Meet and exceed performance goals and targets set by the company.
12. Participate in ongoing training and development opportunities to enhance skills and knowledge in the financial industry.
13. Represent the company in a positive and professional manner at all times.
14. Maintain accurate and detailed records of client interactions and financial plans.
15. Contribute to a positive and collaborative team environment by sharing ideas and working together towards common goals.

According to JobzMall, the average salary range for a Financial Consultant Partner - Corte Madera, CA in Corte Madera, CA, USA is $97,000 - $150,000. This range can vary depending on factors such as experience, qualifications, and the specific company or organization the individual works for. Additionally, commission and bonuses may also play a role in determining overall salary for this position.

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.