Financial Consultant Partner- Omaha, NE (Retail Branch)

Charles Schwab; Omaha (NE); Sur place; USD 65 000 - 95 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

FINRA Series 7 license

FINRA Series 66 license

Life & Health Insurance

Description du poste

Your opportunity

At Schwab, you'll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you'll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.

As a Financial Consultant Partner (FCP), you'll partner with Senior Financial Consultant(s) to support and grow affluent practice. 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. This role is ideal for a licensed professional who is client-focused, detail-oriented, and motivated to grow their impact and expertise.

• Build strong relationships with Senior Financial Consultant(s) 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

Why you're set up for success:

Schwab Training and Development

• Start with Wealth Management University— a four-week, live virtual program designed to build your foundation for success.

• Afterward, continue your development through hands‑on training and mentorship in your branch, partnering closely with your manager, peers, and mentors for guidance tailored to your goals.

Career Pathing

• The Financial Consultant Partner role provides a clear path toward a Financial Consultant position, building your client relationships, business development skills, and financial expertise.

• Schwab also supports a "choose your own adventure" approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.

• You’ll be supported by leaders who invest in your growth and encourage continuous learning over time.

Competitive Compensation

• In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

What you have

The expertise you bring:

• Currently hold or obtain, under a condition of employment, the FINRA Series 7 license required.

• Currently hold or obtain, under a condition of employment, the FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job

• Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred

The skills you bring:

Attention to Detail: Ensures accuracy in client interactions, documentation, and operational processes while addressing discrepancies early.

Building Collaborative Relationships: Partners effectively with Financial Consultants, branch teams, and internal partners to support client needs and team success.

Active Listening: Uses thoughtful questions, confirms understanding, and follows through to align support with client goals.

Coachability: Seeks feedback, applies coaching, and uses guidance from leaders, peers, and mentors to strengthen performance.

Adaptability: Adjusts to changing priorities, client needs, and new ways of working while staying focused on strong outcomes.

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 benefit package 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