Financial Consultant Partner — Client Growth & Advisory

Charles Schwab Corporation; Florida; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Bonus and incentive opportunities

Job summary

Charles Schwab Corporation is seeking a Financial Consultant Partner to collaborate with Senior Financial Consultants in delivering personalized client service and growing an affluent practice. In this client-facing role, you’ll build relationships, support meetings, and contribute to the development of advisory skills through mentorship.

You’ll connect clients with advisors, identify opportunities for deeper relationships, and contribute to a high-quality client experience across the branch.

Qualifications

• Valid and active FINRA Series 7 license.
• Currently hold or obtain FINRA Series 66 (63/65) license and Life & Health Insurance as required during tenure.
• Relevant experience in financial services or a client-facing/advisory environment preferred.
• Attention to Detail in client interactions, documentation, and operational processes.
• Building Collaborative Relationships with Financial Consultants, branch teams, and internal partners.
• Active Listening to understand client goals and align next steps to their needs.

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

Skills

Attention to Detail

Active Listening

Building Collaborative Relationships

Coachability

Adaptability

Job description

Charles Schwab Corporation is seeking a Financial Consultant Partner to collaborate with Senior Financial Consultants in delivering personalized client service and growing an affluent practice. In this client-facing role, you’ll build relationships, support meetings, and contribute to the development of advisory skills through mentorship.

You’ll connect clients with advisors, identify opportunities for deeper relationships, and contribute to a high-quality client experience across the branch.