Client-Focused Financial Consultant Partner

The Charles Schwab Corporation; Lone Tree (CO); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation & volunteering

Parental leave & family benefits

Tuition reimbursement

Health, dental & vision insurance

Job summary

The Charles Schwab Corporation is seeking a Financial Consultant Partner in Lone Tree, CO. In a team-based, client-facing environment, you will support Senior Financial Consultants, deepen client relationships, and help deliver personalized financial guidance and planning.

You will participate in onboarding and continuous development, with opportunities to grow into broader advisory and leadership roles within Schwab.

Qualifications

• Active FINRA Series 7 license is required.
• Current or obtain FINRA Series 66 (63/65) license and Life & Health Insurance is required during tenure.
• Relevant experience in financial services or similar client-facing, sales, or advisory environment is preferred.

Responsibilities

• Provide direct, dedicated support for Senior Financial Consultant(s) and their practice clients.
• Interface with clients via inbound, proactive and follow-up calls, emails, and face-to-face interactions.
• Deepen client relationships by proactively uncovering growth opportunities with the Senior Financial Consultant(s).
• Provide advice on suitability, recommendations, and planning for practice clients.
• Build, refresh, and deliver financial plans with the Senior Financial Consultant(s).
• Update client information in Schwab's CRM system.
• Identify leads and generate ideas to connect with clients and prospects.
• Prepare for appointments and manage post‑meeting follow-ups.
• Support client events, including venue, invites, and post-event follow‑ups.

Skills

Attention to Detail

Active Listening

Building Collaborative Relationships

Coachability

Adaptability

Job description

The Charles Schwab Corporation is seeking a Financial Consultant Partner in Lone Tree, CO. In a team-based, client-facing environment, you will support Senior Financial Consultants, deepen client relationships, and help deliver personalized financial guidance and planning.

You will participate in onboarding and continuous development, with opportunities to grow into broader advisory and leadership roles within Schwab.