Your Opportunity
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.
What you have
The expertise you bring:
- Currently hold or obtain, under a condition of employment, the FINRA Series 7 license required .
- Currently hold or obtain, under a condition of employment, 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: Ensures accuracy in client interactions, documentation, and operational processes while addressing discrepancies early.
Building Collaborative Relationships: Partners effectively with Financial Consultants, branch teams, and internal partners to support client needs and team success.
Active Listening: Uses thoughtful questions, confirms understanding, and follows through to align support with client goals.
Coachability: Seeks feedback, applies coaching, and uses guidance from leaders, peers, and mentors to strengthen performance.
Adaptability: Adjusts to changing priorities, client needs, and new ways of working while staying focused on strong outcomes.