Financial Consultant Partner - Newport Beach, CA

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

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 relationships

Capability 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

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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