Financial Consultant Partner — Grow Wealth & Mentor Clients

Charles Schwab Corporation; Sandy Springs (GA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Corporation in Sandy Springs, GA is seeking a Financial Consultant Partner to support Senior Financial Consultants, strengthen client relationships, and deliver high-quality service while growing advisory skills through hands-on mentorship.

In this client-facing role, you’ll help prepare for meetings, document interactions, and collaborate with branch teams to provide a seamless client experience.

Qualifications

• FINRA Series 7 license required
• FINRA Series 66 license (63/65) and Life & Health Insurance required during tenure
• Relevant experience in financial services or client-facing advisory environment preferred

Responsibilities

• Support Senior Financial Consultants to engage and grow affluent clients
• Prepare for client meetings, document interactions, and follow up
• Identify opportunities to deepen client relationships and drive growth
• Collaborate with 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 in Sandy Springs, GA is seeking a Financial Consultant Partner to support Senior Financial Consultants, strengthen client relationships, and deliver high-quality service while growing advisory skills through hands-on mentorship.

In this client-facing role, you’ll help prepare for meetings, document interactions, and collaborate with branch teams to provide a seamless client experience.