Client-Centric Financial Advisor Partner

Charles Schwab; Florida; On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation, volunteering, and 28‑d.

Paid parental leave and familyBuilding

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Financial Consultant Partner to partner with Senior Financial Consultants, supporting and growing 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 connect clients with advisors, uncover opportunities, and deliver high-quality client experience.

Qualifications

• 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.
• Attention to Detail.
• Building Collaborative Relationships.
• Active Listening.
• Coachability.
• Adaptability.

Responsibilities

• Build strong relationships with Senior Financial Consultants 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.

Skills

FINRA Series 7 license

FINRA Series 66 (63/65)

Life & Health Insurance

Attention to Detail

Active Listening

Collaborative Relationships

Coachability

Adaptability

Client-facing Agility

Job description

Charles Schwab is seeking a Financial Consultant Partner to partner with Senior Financial Consultants, supporting and growing 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 connect clients with advisors, uncover opportunities, and deliver high-quality client experience.