Financial Consultant Partner - Charlotte, NC

Charles Schwab; Charlotte (NC); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation & sabbatical

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Charlotte, NC seeks a Financial Consultant Partner to support and grow affluent practice by delivering personalized client service and hands-on mentorship.

You will partner with Senior Financial Consultants to strengthen relationships, uncover opportunities, and deliver high-quality client experiences while developing advisory skills.

Qualifications

• FINRA Series 7 license required.
• FINRA Series 66 (63/65) license and Life & Health Insurance required during tenure.
• Relevant experience in financial services or advisory environments preferred.

Responsibilities

• Build strong relationships with Senior Financial Consultants and support their practice, client engagement, service, and 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

Client-facing experience

Attention to Detail

Active Listening

Building Collaborative Relationships

Coachability

Adaptability

Job description

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:

• 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

What’s in it for you

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