Wealth Advisor Partner: Client Growth & Mentorship

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

Benefits offered by this job

401(k) with company match

Paid time off and volunteering

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Winter Park, FL, is seeking a Financial Consultant Partner to support and grow an 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 collaborate with Senior Financial Consultants to identify opportunities, prepare for client meetings, and drive growth while maintaining accurate client records and delivering a seamless client experience.

Qualifications

• FINRA Series 7 license required.
• Series 66 (63/65) license and Life & Health Insurance required during tenure.
• Relevant experience in financial services or advisory environment preferred.

Responsibilities

• Build strong relationships with Senior Financial Consultants and support their practice, client engagement, service, and growth.
• 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

Series 7 license

Series 66 license

Life & Health Insurance

Client-facing experience

Job description

Charles Schwab in Winter Park, FL, is seeking a Financial Consultant Partner to support and grow an 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 collaborate with Senior Financial Consultants to identify opportunities, prepare for client meetings, and drive growth while maintaining accurate client records and delivering a seamless client experience.