Financial Consultant Partner: Growth & Client Impact

Charles Schwab; New York (NY); Híbrido; USD 95.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years (eligible)

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Descripción de la vacante

Charles Schwab in New York is seeking a Financial Consultant Partner to collaborate with Senior Financial Consultants, deepen client relationships, and grow an affluent practice in a client‑facing role.

You will help prepare meetings, document discussions, and coordinate with branch teams to ensure a high‑quality client experience while developing advisory skills through mentorship and hands‑on practice.

Formación

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

Responsabilidades

• Build strong relationships with Senior Financial Consultants and support their practice.
• Support delivery of client solutions aligned to financial goals.
• Identify opportunities to deepen client relationships and drive growth.
• Prepare for and support client meetings, including documentation and follow-up.
• Collaborate across the branch and firm to deliver a seamless client experience.
• Maintain accurate client information and support daily operations.

Conocimientos

Attention to Detail

Building Collaborative Relationships

Active Listening

Coachability

Adaptability

Descripción del empleo

Charles Schwab in New York is seeking a Financial Consultant Partner to collaborate with Senior Financial Consultants, deepen client relationships, and grow an affluent practice in a client‑facing role.

You will help prepare meetings, document discussions, and coordinate with branch teams to ensure a high‑quality client experience while developing advisory skills through mentorship and hands‑on practice.