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Job description
Your opportunity
nAt 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.
nAs 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.
nYou’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.
nnnBuild strong relationships with Senior Financial Consultant(s) and serve as a trusted partner in supporting their practice, client engagement, service, and ongoing business development
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nnSupport delivery of client solutions aligned to financial goals
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nnIdentify opportunities to deepen relationships and drive growth
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nnPrepare for and support client meetings, including documentation and follow-up
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nnCollaborate across the branch and firm to deliver seamless client experience
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nnMaintain accurate client information and support daily operations
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n nWhy you’re set up for success:
nSchwab Training and Development
nnnStart with Wealth Management University —a four-week, live virtual program designed to build your foundation for success.
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nnAfterward, 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.
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n nCareer Pathing
nnnThe Financial Consultant Partner role provides a clear path toward a Financial Consultant position, building your client relationships, business development skills, and financial expertise.
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nnSchwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.
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nnYou’ll be supported by leaders who invest in your growth and encourage continuous learning over time.
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n nCompetitive Compensation
nnIn addition to base pay, this role offers bonus and incentive opportunities tied to performance.
n nWhat you have
nThe expertise you bring:
nnnA valid and active FINRA Series 7 license required
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nnCurrently 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
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nnRelevant experience in financial services or a similar client-facing, sales, or advisory environment preferred
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n nThe skills you bring:
nAttention to Detail: Ensures accuracy in client interactions, documentation, and operational processes while addressing discrepancies early.
nBuilding Collaborative Relationships: Partners effectively with Financial Consultants, branch teams, and internal partners to support client needs and team success.
nActive Listening: Uses thoughtful questions, confirms understanding, and follows through to align support with client goals.
nCoachability: Seeks feedback, applies coaching, and uses guidance from leaders, peers, and mentors to strengthen performance.
nAdaptability: Adjusts to changing priorities, client needs, and new ways of working while staying focused on strong outcomes.
nWhat’s in it for you
nAt 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.
nWe offer a competitive benefits package ( that takes care of the whole you – both today and in the future:
nnn401(k) with company match and Employee stock purchase plan
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nnPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
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nnPaid parental leave and family building benefits
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nnTuition reimbursement
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nnHealth, dental, and vision insurance
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n nWhat’s in it for you:
nAt 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
nWe offer a competitive benefits package that takes care of the whole you – both today and in the future:
n401(k) with company match and Employee stock purchase plan
nPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
nPaid parental leave and family building benefits
nTuition reimbursement
nHealth, dental, and vision insurance
nSchwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
Worksite address
winter park, FL, 32792, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.