Learning Development Consultant Jobs in Fallbrook, CA

At Schwab, you’ll make an impact on your career while helping clients take ownership of
their financial futures. In a collaborative, inclusive environment, you’ll build meaningful
relationships, grow your skills, and contribute to a client-first culture that drives innovation.

As a Financial Consultant Partner (FCP), you’ll partner with Senior Financial
Consultant(s) to support and grow affluent practice. In this client-facing role, you’ll
strengthen relationships, deliver personalized service, and build advisory skills through
hands-on experience and mentorship.

You’ll play a key role connecting clients and advisors, uncovering opportunities, and
delivering consistent, high-quality client experience. This role is ideal for a licensed
professional who is client-focused, detail-oriented, and motivated to grow their impact and
expertise.

• Build strong relationships with Senior Financial Consultant(s) and serve as a trusted
partner in supporting their practice, client engagement, service, and ongoing
business development
• Support delivery of client solutions aligned to financial goals
• Identify opportunities to deepen relationships and drive growth
• Prepare for and support client meetings, including documentation and follow-up
• Collaborate across the branch and firm to deliver seamless client experience
• Maintain accurate client information and support daily operations

Why you’re set up for success:

• Schwab Training and Development
Start with Wealth Management University—a four-week, live virtual program
designed to build your foundation for success.

Afterward, continue your development through hands-on training and mentorship in
your branch, partnering closely with your manager, peers, and mentors for guidance
tailored to your goals.

• Career Pathing
The Financial Consultant Partner role provides a clear path toward a Financial Consultant
position, building your client relationships, business development skills, and financial
expertise.

Schwab also supports a “choose your own adventure” approach—empowering you to
explore leadership, expanded branch roles, or opportunities across service and support
teams.

You’ll be supported by leaders who invest in your growth and encourage continuous
learning over time.
• Competitive Compensation
In addition to base pay, this role offers bonus and incentive opportunities tied to
performance.

The expertise you bring:

• A valid and active FINRA Series 7 license required
• Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health
Insurance as it will be required during your tenure on the job
• Relevant experience in financial services or a similar client-facing, sales, or advisory
environment preferred

The skills you bring:

• Attention to Detail
Ensure accuracy in client interactions, documentation, and operational processes
Identify and address discrepancies early to help maintain a strong, consistent client
experience

• Building Collaborative Relationships
Partner effectively with Financial Consultants, branch teams, and internal partners to
support client needs
Contribute to a team-first culture by sharing insights, supporting peers, and driving
collective success

• Active Listening
Use active listening and thoughtful questioning to understand client goals and align next
steps to their needs
Communicate with clarity and care – confirm understanding, capture key details, and
follow through on commitments

• Coachability
Actively seek feedback, reflect on input, and apply coaching to strengthen your skills and
impact
Demonstrate openness to learning from managers, peers, and mentors – using guidance
to accelerate development and improve performance

• Adaptability
Adjust your approach based on client needs, changing priorities, and new information –
staying focused on delivering strong outcomes
Take ownership of learning and change by embracing new processes, tools, or ways of
working to better support clients and the practice