Financial Consultant Partner: Client Growth & Mentorship

Charles Schwab; Sandy Springs (GA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) match with company

Employee stock purchase plan

Paid vacation and volunteering time

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Financial Consultant Partner to support and grow an affluent practice, partnering with Senior Financial Consultants to deliver personalized service and hands-on advisory experience.

In this role you’ll strengthen client relationships, prepare for meetings, maintain accurate records, and collaborate across the branch and firm to deliver a seamless client experience, with clear career progression and training opportunities.

Qualifications

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

Responsibilities

• Build relationships with Senior Financial Consultants and support 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

Education

FINRA Series 7 License

FINRA Series 66 License

Life & Health Insurance License

Job description

Charles Schwab seeks a Financial Consultant Partner to support and grow an affluent practice, partnering with Senior Financial Consultants to deliver personalized service and hands-on advisory experience.

In this role you’ll strengthen client relationships, prepare for meetings, maintain accurate records, and collaborate across the branch and firm to deliver a seamless client experience, with clear career progression and training opportunities.