Charles Schwab

Financial Consultant Partner- La Jolla, CA

Charles Schwab • $80K — $95K *
La Jolla, CA 92037In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Valid and active FINRA Series 7 license required.
  • Currently hold or obtain FINRA Series 66 (63/65) license and Life & Health Insurance license.
  • Preferred relevant experience in financial services or a related client-facing, sales, or advisory role.
  • Attention to detail in client interactions and documentation processes.
  • Capability to build collaborative relationships with advisors and internal teams.

Responsibilities

  • Build and maintain strong relationships with Senior Financial Consultant(s).
  • Support delivery of tailored client solutions based on individual financial goals.
  • Identify and capitalize on opportunities to deepen client relationships.
  • Prepare for and support client meetings, ensuring thorough documentation and follow-up.
  • Collaborate with branch colleagues to ensure a seamless client experience.
  • Maintain accurate client information and assist in daily operations.

Benefits

  • Comprehensive training through Wealth Management University, including hands-on mentorship.
  • Clear career path towards becoming a Financial Consultant, enhancing client relationships and business development skills.
  • Opportunities for diverse career exploration within the firm, including leadership roles.
  • Investment in your growth by leaders who support continuous learning.
  • Performance-based bonus and incentive opportunities in addition to base salary.
Full Job Description
As a Financial Consultant Partner (FCP), you9ll partner with Senior Financial Consultant(s) to support and grow affluent practice. In this client-facing role, you9ll strengthen relationships, deliver personalized service, and build advisory skills through hands-on experience and mentorship. You9ll 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. b7 Build strong relationships with Senior Financial Consultant(s) and serve as a trusted partner in supporting their practice, client engagement, service, and ongoing business development b7 Support delivery of client solutions aligned to financial goals b7 Identify opportunities to deepen relationships and drive growth b7 Prepare for and support client meetings, including documentation and follow-up b7 Collaborate across the branch and firm to deliver seamless client experience b7 Maintain accurate client information and support daily operations b7 Schwab Training and Development 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. b7 Career Pathing 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. You9ll be supported by leaders who invest in your growth and encourage continuous learning over time. b7 Competitive Compensation In addition to base pay, this role offers bonus and incentive opportunities tied to performance. What you have The expertise you bring: b7 A valid and active FINRA Series 7 license required b7 Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job b7 Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred The skills you bring: b7 Attention to Detail Ensure accuracy in client interactions, documentation, and operational processes Identify and address discrepancies early to help maintain a strong, consistent client experience b7 Building Collaborative Relationships 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 b7 Active Listening 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 b7 Coachability 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 b7 Adaptability 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

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Charles Schwab

More Finance & Insurance Jobs

Find similar Financial Consultant Partner- La Jolla, CA jobs:

NationwideLa Jolla, CA