Financial Consultant Partner - Huntington, NY

Schwab Stock Plan Services; Huntington Station (NY); On-site; USD 100,000 - 125,000; Full time

Job summary

A leading financial services company is seeking a Financial Consultant Partner in Huntington Station, NY. This role focuses on wealth management, requiring strong client relationship skills and relevant licenses. The position offers a supportive culture, competitive pay, and various benefits including 401(k) matching and paid time off.

Benefits

401(k) with company match

Paid time off

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• Valid and active Series 7 and 66 licenses required.
• 3+ years of Financial Services Industry Experience preferred.
• Strong communication skills and ability to develop client relationships.

Responsibilities

• Support the growth and management of an affluent wealth management practice.
• Deepen client relationships and uncover new opportunities.
• Assist in business development efforts alongside the Sr. Financial Consultant.

Skills

Communication

Client Relationship Management

Business Development

Task Prioritization

Education

Series 7 License

Series 66 License

Tools

Schwab CRM Tools

Job description

Financial Consultant Partner - Huntington, NY

Join to apply for the Financial Consultant Partner - Huntington, NY role at Schwab Stock Plan Services.

Location: Huntington Station, NY

Requisition ID: 2025-111249

Category: Retail Branch

Position type: Regular

Pay range: USD $21.59 - $41.25 / Hour

Application deadline: 2025-06-02

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

This position is part of the Branch Network, responsible for providing Wealth Management to individuals and families. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice, servicing clients, growing relationships, and delivering advice. The role includes business development efforts alongside the Sr. FC.

As a Financial Consultant Partner (FCP), you will act as a trusted partner, deepening client relationships, uncovering new opportunities, and supporting practice growth. If you are a licensed financial professional passionate about wealth management and eager to learn from an experienced advisor, this role is for you.

What you have

Required Qualifications

• A valid and active Series 7 license (may be obtained through Branch Network Licensing Program)
• A valid and active Series 66 (63/65) license (may be obtained upon employment)

Preferred Qualifications

• 3+ years of Financial Services Industry Experience
• Strong communication skills
• Proven ability to handle multiple tasks and prioritize effectively
• Ability to develop new client relationships
• Openness to building, refreshing, and delivering financial plans in partnership with Sr. FCs
• Skill in uncovering and meeting client needs and managing expectations
• Ability to build cross-enterprise relationships
• Capability to become a Notary
• Experience with Schwab’s CRM tools
• Willingness to manage local events as needed

What’s in it for you

Schwab is committed to empowering your success with a supportive culture and development tools. Benefits include:

• 401(k) with company match and Employee stock purchase plan
• Paid time off, volunteering days, and sabbaticals after 5 years
• Paid parental leave and family benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Additional info

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

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