Financial Consultant Partner: Growth & Mentorship Path

Charles Schwab Corporation; Omaha (NE); On-site; USD 60,000 - 90,000; Full time

Job summary

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

You’ll play a key role connecting clients and advisors, uncovering opportunities, and delivering consistent, high-quality client experience.

Qualifications

• Currently holds or will obtain FINRA Series 7 license under a condition of employment.
• Currently holds or will obtain FINRA Series 66 (63/65) license and Life & Health Insurance as required during tenure.
• Relevant experience in financial services or similar client-facing, sales, or advisory environment preferred

Responsibilities

• Build strong relationships with Senior Financial Consultants and serve as a trusted partner in supporting their practice, client engagement, service, and ongoing 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 seamless client experience
• Maintain accurate client information and support daily operations

Skills

Attention to Detail

Building Collaborative Relationships

Active Listening

Coachability

Adaptability

Job description

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

You’ll play a key role connecting clients and advisors, uncovering opportunities, and delivering consistent, high-quality client experience.