Financial Consultant Partner: Growth and Client Advisory

The Charles Schwab Corporation; Miami (FL); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

401(k) with company match

PTO and sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation seeks a Financial Consultant Partner to collaborate with Senior Financial Consultants, grow affluent client relationships, and deliver personalized service. You will connect clients and advisors, uncover opportunities, and contribute to a client-first experience through hands-on mentorship and teamwork.

In this client-facing role, you will prepare for client meetings, support business development, and help deliver financial planning for practice clients while

Qualifications

• Active FINRA license (Series 7) required.
• Series 66 (63/65) and Life & Health Insurance licensing expected during tenure.
• Experience in financial services or client-facing advisory roles preferred.

Responsibilities

• Provide direct, dedicated support for Sr. Financial Consultants and their practice clients.
• Interface with clients via inbound, proactive calls and email; assist in meetings.
• Deepen client relationships by uncovering growth opportunities with Sr. Financial Consultants.
• Help build and update financial plans for practice clients alongside Sr. Financial Consultants.
• Coordinate client onboarding, documentation, and post-meeting follow-up.

Skills

FINRA Series 7

FINRA Series 66 (63/65)

Life & Health Insurance

Client engagement

Financial services experience

Job description

The Charles Schwab Corporation seeks a Financial Consultant Partner to collaborate with Senior Financial Consultants, grow affluent client relationships, and deliver personalized service. You will connect clients and advisors, uncover opportunities, and contribute to a client-first experience through hands-on mentorship and teamwork.

In this client-facing role, you will prepare for client meetings, support business development, and help deliver financial planning for practice clients while