Financial Consultant Partner: Grow Affluent Practice

Charles Schwab; Los Angeles (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Wealth Management University training

Career development path

Competitive compensation

Job summary

Charles Schwab in Los Angeles is seeking a Financial Consultant Partner (FCP) to support and grow an affluent practice. In this client-facing role, you’ll strengthen relationships, deliver personalized service, and build advisory skills through hands-on experience and mentorship.

You’ll work with Senior Financial Consultants to prepare for meetings, document interactions, and identify opportunities to deepen client relationships across the branch.

Qualifications

• Securities licenses required; Series 7 mandatory; Series 66 and Life & Health Insurance pursued during tenure.
• Experience in financial services or client-facing/sales/advisory environment preferred.
• Attention to detail and strong collaboration with team.

Responsibilities

• Build relationships with Senior Financial Consultants and support client engagement.
• Support delivery of client solutions aligned to financial goals.
• 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

Building Collaborative Relationships

Active Listening

Coachability

Adaptability

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance license

Job description

Charles Schwab in Los Angeles is seeking a Financial Consultant Partner (FCP) to support and grow an affluent practice. In this client-facing role, you’ll strengthen relationships, deliver personalized service, and build advisory skills through hands-on experience and mentorship.

You’ll work with Senior Financial Consultants to prepare for meetings, document interactions, and identify opportunities to deepen client relationships across the branch.