Financial Consultant Partner - Houston, TX (Clear Lake)
About The Position
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.
Requirements
- 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
- 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
- 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
- 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
- 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
- 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
Nice To Haves
- Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred
Responsibilities
- 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
Benefits
- Schwab Training and Development
- Wealth Management University—a four-week, live virtual program
- Hands-on training and mentorship
- Career Pathing
- Competitive Compensation
- Bonus and incentive opportunities tied to performance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
