Wealth Advisory Partner — Client-Focused Mentor

Charles Schwab; Portland (OR); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off & sabbatical

Parental leave

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab is seeking a Financial Consultant Partner to partner with Senior Financial Consultants and support affluent practice. You will strengthen client relationships, deliver personalized service, and build advisory skills through hands-on experience and mentorship.

You will connect clients and advisors, uncover opportunities, and deliver a high-quality client experience in a licensed, collaborative environment.

Qualifications

• Licensing typical for financial advisory roles is required: FINRA Series 7; Series 66 (63/65) license and Life & Health Insurance as needed.

Responsibilities

• Build strong relationships with Senior Financial Consultants 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

Active Listening

Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab is seeking a Financial Consultant Partner to partner with Senior Financial Consultants and support affluent practice. You will strengthen client relationships, deliver personalized service, and build advisory skills through hands-on experience and mentorship.

You will connect clients and advisors, uncover opportunities, and deliver a high-quality client experience in a licensed, collaborative environment.