Financial Consultant Partner - Sunnyvale, CA

Charles Schwab; Sunnyvale (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

A leading financial services firm in Sunnyvale is looking for a Financial Consultant Partner to strengthen client relationships and support wealth management practices. This role requires a valid Series 7 and Series 66 license and is ideal for licensed financial professionals passionate about growth and mentorship. The firm offers a competitive benefits package, including a 401(k) and paid time off for various personal needs.

Qualifications

• A valid and active Series 7 license is required (may be obtained under a condition of employment).
• A valid and active Series 66 (63/65) license required (may be obtained under a condition of employment).

Responsibilities

• Act as a trusted partner to Senior Financial Consultants.
• Support the growth and management of an affluent wealth management practice.
• Uncover business development opportunities.
• Collaborate with Sr. Financial Consultants and cross-enterprise teams.

Skills

Strong written and verbal communication skills

Ability to identify new relationship development

Proven multitasking and prioritization skills

Communication skills

Multitasking

Notary (optional)

Tools

CRM tool

Job description

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 relationshipsCapability 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 benefits 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