At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.
As a Financial Consultant Partner (FCP), you’ll partner with Senior Financial Consultant(s) to support and grow 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 play a key role connecting clients and advisors, uncovering opportunities, and delivering consistent, high-quality client experience. This role is ideal for a licensed professional who is client-focused, detail-oriented, and motivated to grow their impact and expertise.
Why you’re set up for success:
Start with Wealth Management University—a four-week, live virtual program designed to build your foundation for success.
Afterward, continue your development through hands-on training and mentorship in your branch, partnering closely with your manager, peers, and mentors for guidance tailored to your goals.
The Financial Consultant Partner role provides a clear path toward a Financial Consultant position, building your client relationships, business development skills, and financial expertise.
Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.
You’ll be supported by leaders who invest in your growth and encourage continuous learning over time.
In addition to base pay, this role offers bonus and incentive opportunities tied to performance.
The expertise you bring:
The skills you bring:
Ensure accuracy in client interactions, documentation, and operational processes
Identify and address discrepancies early to help maintain a strong, consistent client experience
Partner effectively with Financial Consultants, branch teams, and internal partners to support client needs
Contribute to a team-first culture by sharing insights, supporting peers, and driving collective success
Use active listening and thoughtful questioning to understand client goals and align next steps to their needs
Communicate with clarity and care – confirm understanding, capture key details, and follow through on commitments
Actively seek feedback, reflect on input, and apply coaching to strengthen your skills and impact
Demonstrate openness to learning from managers, peers, and mentors – using guidance to accelerate development and improve performance
Adjust your approach based on client needs, changing priorities, and new information – staying focused on delivering strong outcomes
Take ownership of learning and change by embracing new processes, tools, or ways of working to better support clients and the practice
Job details are sourced from the employer's original posting.
Open job postingAbout the company
Charles Schwab Corporation is a financial services company that provides banking, securities, and investment advisory services.