Financial Consultant Partner

1 week ago


Atlanta, Georgia, United States Charles Schwab Full time
Unlock Your Potential as a Financial Consultant Partner

At Charles Schwab, we empower our employees to make a meaningful impact in the finance industry. As a Financial Consultant Partner, you'll be at the heart of our wealth management practice, working closely with our Sr. Financial Consultants and their clients to deliver exceptional service and advice.

This is a unique opportunity to develop your expertise and deepen client relationships, uncovering business development opportunities and learning from your Sr. FC colleagues. You'll support the growth and management of an affluent wealth management practice, providing top-notch service, advice, and relationship management.

What You'll Need
  • A valid Series 7 license is required (we can help you obtain it through our Branch Network Licensing Program)
  • A valid Series 66 (63/65) license is also required (we can assist with obtaining this license as well)

Preferred Qualifications:

  • 3+ years of experience in the financial services industry
  • Strong written and verbal communication skills
  • Ability to handle multiple tasks simultaneously and prioritize effectively
  • Openness to building, refreshing, and delivering financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
  • Ability to identify new relationship development opportunities
  • Strong candidates will also gain experience updating and compiling client information through our internal CRM tool
  • Openness to managing local events, as needed
What's in it for You

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on development mean you'll get the tools you need to make a positive impact in the finance industry.

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

By applying, you consent to your information being transmitted by GenZJobs to Charles Schwab, as data controller, through SonicJobs. See SonicJobs Privacy Policy at https://www.sonicjobs.com/privacy-policy/ and Terms of Use.



  • Atlanta, Georgia, United States Charles Schwab Full time

    Unlock Your Potential as a Financial Consultant PartnerAt Charles Schwab, we empower our employees to make a meaningful impact in the finance industry. As a Financial Consultant Partner, you'll be at the forefront of our wealth management practice, working closely with our Sr. Financial Consultants and their clients to deliver exceptional service and...


  • Atlanta, Georgia, United States Charles Schwab Full time

    {"h2": "Your Opportunity at Charles Schwab", "p": "At Charles Schwab, you\u2019re empowered to make a meaningful impact on your career. Our innovative and supportive culture combines creative problem-solving with a passion for transforming the finance industry. As a Financial Consultant Partner, you\u2019ll be at the heart of the action, acting as a trusted...


  • Atlanta, Georgia, United States Transamerica Financial Advisors Full time

    Unlock Your Potential with Transamerica Financial AdvisorsAre you looking for a career that offers flexibility, financial rewards, and personal growth? Do you want to join a team of ambitious entrepreneurs and financial consultants who are passionate about helping others achieve their financial goals?We are an independent division of Transamerica Financial...


  • Atlanta, Georgia, United States Financial Aid Services, LLC Full time

    Job SummaryWe are seeking a highly skilled Financial Aid Consultant to join our team at Financial Aid Services, LLC. As a key member of our Consulting and Training division, you will work closely with colleges and universities to strengthen their financial health, optimize enrollment, and enhance the student experience.Key Responsibilities:Provide expert...


  • Atlanta, Georgia, United States Slalom Full time

    Job Title: Financial Services Client PartnerSlalom is seeking a dynamic and outcome-focused Financial Services Client Partner to join its growing practice and help define and grow our presence in the Financial Services space.Key Responsibilities:Drive business growth and expansion in the Financial Services market through effective sales strategies and...


  • Atlanta, Georgia, United States Grant Financial Services Full time

    **About Grant Financial Services**We are a rapidly expanding financial services company that offers a unique opportunity for individuals to work from home as an entry-level financial consultant. Our company is dedicated to providing educational financial solutions to individuals and families, partnering with top Fortune 500 companies to deliver expert advice...


  • Atlanta, Georgia, United States Dream Capital Financial Group Full time

    Unlock Your Potential as a Financial ConsultantAt Dream Capital Financial Group, we're seeking ambitious individuals to join our team of financial consultants. As a financial consultant, you'll have the opportunity to build a successful career in the financial services industry, working with a wide range of clients and products.What We OfferWeekly Training...


  • Atlanta, Georgia, United States Grant Financial Services Full time

    **About Grant Financial Services**We are a rapidly expanding financial services company that offers a unique opportunity for individuals to work from home as an entry-level financial consultant. Our company is dedicated to providing educational financial solutions to individuals and families, partnering with top Fortune 500 companies to deliver expert advice...

  • Financial Consultant

    2 weeks ago


    Atlanta, Georgia, United States Charles Schwab Full time

    Unlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.We're seeking a talented Financial...


  • Atlanta, Georgia, United States Workday, Inc. Full time

    About the RoleWe are seeking a highly skilled Senior Financial Implementation Consultant to join our team at Workday, Inc. As a key member of our implementation team, you will play a critical role in ensuring the successful deployment of our financial solutions for healthcare customers.Key Responsibilities:Contribute to the development and maintenance of...


  • Atlanta, Georgia, United States Transamerica Financial Advisors, Inc. Full time

    Unlock Your Potential as a Financial Services AgentAre you looking for a career change that offers lucrative opportunities and a sense of fulfillment? Do you want to work from home and have a flexible schedule? Look no further than Transamerica Financial Advisors, Inc.We are an independent division of Transamerica Financial Advisors based throughout Florida,...

  • Financial Consultant

    2 weeks ago


    Atlanta, Georgia, United States Charles Schwab Full time

    Unlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.We're seeking a talented Financial...


  • Atlanta, Georgia, United States Charles Schwab Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and...


  • Atlanta, Georgia, United States US048 Mercer Health & Benefits LLC Full time

    About the Role:Mercer, a leading health and benefits consulting firm, is seeking a skilled Government Healthcare Financial Consultant to join our team. As a key member of our Government Human Services Consulting (GHSC) team, you will work closely with state governments to analyze financial reports and identify opportunities for improvement in Medicaid...


  • Atlanta, Georgia, United States US048 Mercer Health & Benefits LLC Full time

    About the Role:Mercer, a leading health and benefits consulting firm, is seeking a skilled Government Healthcare Financial Consultant to join our team. As a key member of our Government Human Services Consulting (GHSC) team, you will work closely with state governments to analyze financial reports and provide expert insights to optimize Medicaid healthcare...


  • Atlanta, Georgia, United States Transamerica Financial Advisors Full time

    Unlock Your Potential in Financial ServicesAre you looking for a lucrative career change or additional income streams? Do you want to own a business and enjoy the benefits of entrepreneurship? Look no further than Transamerica Financial Advisors, a leading provider of financial services.We offer a wide range of financial services, including:Retirement...


  • Atlanta, Georgia, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, you'll have the chance to make a meaningful impact on your career and the lives of our clients. As a Financial Consultant, you'll be empowered to provide personalized financial guidance and advice to help our clients achieve their financial goals.What You'll DoYou'll work closely with our clients to understand their...


  • Atlanta, Georgia, United States Lincoln Financial Group Full time

    Job SummaryWe are seeking a highly motivated Nurse Disability Consultant to join our clinical organization. As a key member of our team, you will be responsible for reviewing, analyzing, and interpreting medical information available for disability claims. Your expertise will be utilized to provide clinical guidance to Group Protection benefit specialists...


  • Atlanta, Georgia, United States Transamerica Financial Advisors Full time

    Unlock Your Potential in the Financial Services IndustryAt Transamerica Financial Advisors, we're seeking ambitious entrepreneurs and financial consultants to join our team of experienced professionals. As a Financial Services Representative, you'll have the opportunity to grow a successful business and accelerate your career.Why Choose This...


  • Atlanta, Georgia, United States Grant Financial Services Full time

    We are seeking a highly motivated and detail-oriented individual to join our team as an Entry-Level Financial Consultant. As a key member of our team, you will have the opportunity to work with clients from diverse backgrounds and help them achieve their financial goals.Our company, Grant Financial Services, is committed to providing exceptional service and...