The Charles Schwab Corp logo

Financial Consultant Partner Winter Park, FL

The Charles Schwab Corp
  • Winter Park, FL
    5 days ago

    Job Description

    Your Opportunity

    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.

    • 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
    • Support delivery of client solutions aligned to financial goals
    • Identify opportunities to deepen relationships and drive growth
    • Prepare for and support client meetings, including documentation and follow-up
    • Collaborate across the branch and firm to deliver seamless client experience
    • Maintain accurate client information and support daily operations

    Why you're set up for success:

    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.

    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.
    • You'll be supported by leaders who invest in your growth and encourage continuous learning over time.

    Competitive Compensation

    • In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

    What you have

    The expertise you bring:

    • A valid and active FINRA Series 7 license required
    • 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
    • Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred

    The skills you bring:

    Attention to Detail: Ensures accuracy in client interactions, documentation, and operational processes while addressing discrepancies early.

    Building Collaborative Relationships: Partners effectively with Financial Consultants, branch teams, and internal partners to support client needs and team success.

    Active Listening: Uses thoughtful questions, confirms understanding, and follows through to align support with client goals.

    Coachability: Seeks feedback, applies coaching, and uses guidance from leaders, peers, and mentors to strengthen performance.

    Adaptability: Adjusts to changing priorities, client needs, and new ways of working while staying focused on strong outcomes.

    Numbers & Facts

    LocationWinter Park, FL
    IndustrySecurity and Surveillance
    Company Size1,000 to 1,499 employees
    Year Founded1971
    Websitehttp://www.aboutschwab.com/careers

    About Company

    The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

    The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

    Skills

    • Business Developmentunmatched
    • Channel Supportunmatched
    • Coachingunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Data Qualityunmatched
    • Detail Orientedunmatched
    • Develop and Maintain Customersunmatched
    • Documentationunmatched
    • Establish Prioritiesunmatched
    • Financial Planningunmatched
    • Financial Servicesunmatched
    • Futuresunmatched
    • Health Insuranceunmatched
    • Leadershipunmatched
    • Life Insuranceunmatched
    • Mentoringunmatched
    • Operational Supportunmatched
    • Operationsunmatched
    • Operations Processesunmatched
    • Salesunmatched
    • Series 66unmatched
    • Series 7unmatched
    • Service Deliveryunmatched
    • Team Playerunmatched
    • Training/Teachingunmatched
    • Wealth Managementunmatched

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