Financial Consultant Partner - Alpharetta, GA

Schwab Stock Plan Services; Alpharetta (GA); On-site; USD 80,000 - 100,000; Full time

Job summary

Schwab Stock Plan Services is looking for a Financial Consultant Partner in Alpharetta, GA. This role involves supporting affluent wealth management practices, building client relationships, and offering exceptional service. A valid Series 7 and 66 license are required, along with proven skills in communication and relationship management.

Benefits

401(k) with company match

Paid time for vacation and volunteering

Tuition reimbursement

Health, dental, and vision insurance

Employee stock purchase plan

Qualifications

• Valid and active Series 7 license required.
• Valid and active Series 66 license required.
• 3+ years of Financial Services Industry Experience preferred.

Responsibilities

• Support growth and management of wealth management practice.
• Build and maintain client relationships.
• Uncover business development opportunities.

Skills

Communication

Relationship Management

Client Development

Job description

Join to apply for the Financial Consultant Partner - Alpharetta, GA role at Schwab Stock Plan Services

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Join to apply for the Financial Consultant Partner - Alpharetta, GA role at Schwab Stock Plan Services

Alpharetta, GA

Requisition ID 2025-111676 Category Retail Branch Position type Regular Pay range USD $23.99 - $39.57 / Hour Application deadline 2025-06-05

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Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncoveringbusiness development opportunities and learning from your Sr. FC all along the way. You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you.

What you have

Required Qualifications

• A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
• A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
  
  

Preferred Qualifications

• 3+ years of Financial Services Industry Experience
• Strong written and verbal communication skills
• Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize
• Ability to identify new relationship development
• Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
• Ability to uncover and meet client needs and effectively manage client expectations
• Ability to build and maintain good cross-enterprise working relationships
• Capability to become a Notary
• Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool
• Openness to manage local events, as needed
  
  

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

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
  
  

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Eligible Schwabbies receive

• Medical, dental and vision benefits
• 401(k) and employee stock purchase plans
• Tuition reimbursement to keep developing your career
• Paid parental leave and adoption/family building benefits
• Sabbatical leave available after five years of employment

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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