Financial Consultant Partner: Elevate Client Relationships

The Charles Schwab Corporation; Los Angeles (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbaticals

Job summary

The Charles Schwab Corporation is seeking a Financial Consultant Partner in Los Angeles to support and grow an affluent practice. You will partner with Senior Financial Consultants, deliver personalized service, and enhance client engagement through hands-on experience and mentorship.

In this licensed, client‑facing role, you’ll deepen client relationships, prepare for meetings, and collaborate across the branch and firm to ensure a high-quality client experience.

Qualifications

• A valid and active FINRA Series 7 license required.
• Currently hold or obtain FINRA Series 66 (63/65) license and Life & Health Insurance during tenure.
• Relevant experience in financial services or related client-facing roles preferred.

Responsibilities

• Provide direct, dedicated support for Sr. Financial Consultant(s) and practice clients.
• Interface with clients via inbound/proactive calls, email, and face-to-face interactions.
• Deepen client relationships by uncovering new business opportunities with Sr. Financial Consultant(s).
• Assist in preparing financial plans and documenting client needs with accuracy.
• Collaborate with branch teams to deliver a seamless client experience and follow-up.
• Support business development and client engagement activities for referrals.

Skills

Attention to Detail

Building Collaborative Relationships

Active Listening

Coachability

Adaptability

Job description

The Charles Schwab Corporation is seeking a Financial Consultant Partner in Los Angeles to support and grow an affluent practice. You will partner with Senior Financial Consultants, deliver personalized service, and enhance client engagement through hands-on experience and mentorship.

In this licensed, client‑facing role, you’ll deepen client relationships, prepare for meetings, and collaborate across the branch and firm to ensure a high-quality client experience.