Financial Consultant Partner - Chestnut Hill, MA

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.

This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities.

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.

To learn more about our client offerings visit : Charles Schwab - Investor Services

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

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