Wealth Advisor Partner – Client-Focused Growth & Mentorship

Charles Schwab; Sarasota (FL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years of service

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Sarasota seeks a Financial Consultant Partner to support senior consultants, strengthen client relationships, and provide personalized service. You’ll gain advisory experience through mentorship while contributing to a client-first culture that drives innovation.

The role emphasizes collaboration across the branch and firm, accurate documentation, and ongoing development within Wealth Management.

Qualifications

• Client-focused, detail-oriented role supporting financial consultants.
• Experience in financial services or client-facing advisory environment is preferred.

Responsibilities

• Build strong relationships with Senior Financial Consultant(s) and support their practice, client engagement, service, 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 seamless client experience
• Maintain accurate client information and support daily operations

Skills

Attention to Detail

Building Collaborative Relationships

Active Listening

Coachability

Adaptability

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance license

Job description

Charles Schwab in Sarasota seeks a Financial Consultant Partner to support senior consultants, strengthen client relationships, and provide personalized service. You’ll gain advisory experience through mentorship while contributing to a client-first culture that drives innovation.

The role emphasizes collaboration across the branch and firm, accurate documentation, and ongoing development within Wealth Management.