Financial Consultant Partner – Client Growth & Mentorship

Charles Schwab Corporation; Charlotte (NC); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Bonus and incentive opportunities

Wealth Management University training

Career Pathing opportunities

Job summary

Charles Schwab Corporation in Charlotte is seeking a Financial Consultant Partner to support and grow the affluent practice. You will partner with Senior Financial Consultants, deliver personalized service, and build advisory skills through hands-on experience and mentorship.

This client-facing role focuses on strengthening relationships, uncovering opportunities, and collaborating across the branch to ensure a seamless client experience.

Qualifications

• Valid FINRA Series 7 license is required.
• Currently hold or obtain FINRA Series 66 (63/65) and Life & Health Insurance licenses during tenure.
• Experience in financial services or client-facing, sales, or advisory environment 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) license

Life & Health Insurance license

Attention to Detail

Active Listening

Building Collaborative Relationships

Coachability

Adaptability

Job description

Charles Schwab Corporation in Charlotte is seeking a Financial Consultant Partner to support and grow the affluent practice. You will partner with Senior Financial Consultants, deliver personalized service, and build advisory skills through hands-on experience and mentorship.

This client-facing role focuses on strengthening relationships, uncovering opportunities, and collaborating across the branch to ensure a seamless client experience.