Financial Consultant Partner: Client Growth & Advisory

Charles Schwab Corporation

Corte Madera (CA)

On-site

USD 90,000 - 130,000

Full time

7 days ago

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Job summary

Charles Schwab Corporation in Corte Madera, CA is seeking a Financial Consultant Partner to support affluent practice by partnering with Senior Financial Consultants, delivering personalized service, and building advisory skills through hands-on experience and mentorship.

This client-facing role focuses on deepening client relationships, preparing for meetings, maintaining accurate records, collaborating across the branch, and pursuing growth opportunities while benefiting from Schwab's

Qualifications

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.

Responsibilities

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.