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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

• 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.

As a Financial Consultant Partner at Charles Schwab, you will operate in a team‑based model partnered with one to three Sr. Financial Consultants. In a team‑based model, tasks can be completed as directed by your Sr. Financial Consultant(s), in partnership with, or independently with check‑ins:

• Provide direct, dedicated support for Sr. Financial Consultant(s) and their practice clients.
• Interface with existing practice clients via inbound, proactive and follow‑up phone calls, and email as well as face to face interactions.
• Deepen new and existing client relationships by proactively and reactively uncovering additional business development opportunities and in partnership with your Sr. Financial Consultant(s) to close the business.
• Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr. Financial Consultant(s).
• Build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s).
• Update and compile client information through Schwab’s internal customer relationship management (CRM) tool.
• Identify leads and proactively generate ideas to connect with clients and prospects.
• Set and prepare for appointments, e.g., review planning status, life events, suitability updates.
• Manage and perform activities in preparation for, and following, client appointments with designated Sr. Financial Consultant(s).
• Manage local event administration including venue identification, scheduling, contract negotiation, invitation creation, attendance confirmation, development of client presentations, and follow‑up post‑event with clients and prospects.
• Support the business development and relationship building activities of the Sr. Financial Consultant(s) by following up on referrals and engaging with prospective clients.
• Leverage key business partners (Partner Support & Pinnacle) to resolve, research, and respond to client inquiries and issues as well as ensure operational tasks are completed.
• Partner with Sr. Financial Consultant(s) to ensure we are providing an exceptional experience for clients ultimately improving client promoter score for the branch.
• Participate in or conduct the initial client on‑boarding process.
• Assist Sr. Financial Consultant(s) with client segmentation and client engagement blue prints; leverage Connect mailings, branch workshops, as well as regional/national events.

To learn more about the culture at Schwab, click here to meet our people.

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

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