Financial Consultant Partner- Centralized Sales Support

Financial Consultant Partner- Centralized Sales Support at Charles Schwab summary :

The Financial Consultant Partner supports senior financial consultants by deepening client relationships and identifying business development opportunities in an affluent wealth management practice. The role requires active Series 7 and Series 66 licenses and involves client advice, relationship management, and maintaining CRM data. Candidates should have strong communication skills and a financial services background, with opportunities for growth and continuous learning in a collaborative environment.

Position Type : Regular

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
• A valid and active Series 66 (63 / 65) license required ( license(s) may be obtained under a condition of employment of 120 days )

Preferred Qualifications :

3+ years of Financial Services Industry Experience

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 :