Financial Consultant Partner — Growth & Mentorship

Charles Schwab; Omaha (NE); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5 +

Paid parental leave and family buildin

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hiring a Financial Consultant Partner in Omaha to support affluent clients and collaborate with Senior Financial Consultants. In this client-facing role, you’ll strengthen relationships, deliver personalized service, and grow advisory skills through mentorship.

You’ll uncover opportunities, prepare for client meetings, and help drive growth while maintaining precise client records and coordinating with the branch and firm for a smooth client experience.

Qualifications

• Hold or obtain FINRA Series 7 license (required).
• Hold or obtain FINRA Series 66 license (63/65) during tenure.
• Life & Health Insurance license required during tenure.

Responsibilities

• Build strong relationships with Senior Financial Consultants and support their practice and business development.
• Support delivery of client solutions aligned to financial goals.
• Identify opportunities to deepen 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.

Skills

FINRA Series 7 license

FINRA Series 66 license

Life & Health Insurance

Job description

Charles Schwab is hiring a Financial Consultant Partner in Omaha to support affluent clients and collaborate with Senior Financial Consultants. In this client-facing role, you’ll strengthen relationships, deliver personalized service, and grow advisory skills through mentorship.

You’ll uncover opportunities, prepare for client meetings, and help drive growth while maintaining precise client records and coordinating with the branch and firm for a smooth client experience.