Financial Consultant Partner- Oklahoma City, OK

Charles Schwab; Oklahoma; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab is seeking a Financial Consultant Partner to work closely with Sr. Financial Consultants and their practice clients. You will deepen client relationships, uncover new business opportunities, and support the growth of an affluent wealth management practice.

You will provide exceptional service, advice, and relationship management, leveraging Schwab CRM tools and your licenses to deliver coordinated financial plans in partnership with senior advisors.

Qualifications

• Active Series 7 license is required.
• Active Series 66 license required.
• 3+ years of Financial Services Industry Experience.

Responsibilities

• Deepen client relationships and uncover business opportunities.
• Support growth and management of an affluent wealth management practice.
• Deliver exceptional service, advice, and relationship management.
• Partner with Sr. Financial Consultants to build financial plans.

Skills

Relationship development

Communication skills

Multi-tasking

Notary (potential)

CRM tool usage

Education

Series 7 license

Series 66 license

Tools

CRM software

Job description

Position Type: Regular

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.

As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you.

What you have

Required Qualifications

• A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
• A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)

Preferred Qualifications

• 3+ years of Financial Services Industry Experience
• Strong written and verbal communication skills
• Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize
• Ability to identify new relationship development
• Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
• Ability to uncover and meet client needs and effectively manage client expectations
• Ability to build and maintain good cross-enterprise working relationships
• Capability to become a Notary
• Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool
• Openness to manage local events, as needed

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive that takes care of the whole you — both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance