Financial Consultant Partner

7 days ago


San Mateo, California, 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 forefront 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 grow your career under the mentorship of seasoned advisors, while developing your expertise in financial planning, relationship management, and business development. If you're a licensed financial professional with a passion for wealth management, this could be the role for you.

What You'll Need
  • A valid Series 7 license (obtainable through our Branch Network Licensing Program)
  • A valid Series 66 (63/65) license (obtainable through employment)
What We Offer

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 difference in the finance industry.

Our competitive benefits package includes:

  • 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
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

By joining our team, you'll be part of a supportive and innovative culture that's transforming the finance industry together.



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