Financial Consultant Partner - Woodland Hills, CA
About The Position
At Schwab, the Financial Consultant Partner (FCP) works with Senior Financial Consultant(s) to support and grow an affluent practice. This client-facing role focuses on strengthening client relationships, providing personalized service, and developing advisory skills through hands-on experience and mentorship. The FCP connects clients and advisors, identifies opportunities, and contributes to a consistent, high-quality client experience. The position includes a four-week live virtual Wealth Management University program, followed by branch-based training and mentorship. It offers a development path toward a Financial Consultant role, while also allowing employees to explore leadership, expanded branch roles, and opportunities across service and support teams. Compensation includes base pay plus performance-related bonus and incentive opportunities.
Requirements
- Valid and active FINRA Series 7 license.
- Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance license during employment.
- Demonstrate attention to detail in client interactions, documentation, and operational processes.
- Build collaborative relationships with Financial Consultants, branch teams, and internal partners.
- Communicate clearly and carefully, confirm understanding, capture key details, and follow through on commitments.
- Be open to feedback, coaching, and learning from managers, peers, and mentors.
- Adjust approach based on client needs, changing priorities, and new information.
Nice To Haves
- Relevant experience in financial services or a similar client-facing, sales, or advisory environment.
Responsibilities
- Build strong relationships with Senior Financial Consultant(s) and support their practice, client engagement, service, and ongoing business development.
- Support delivery of client solutions aligned to financial goals.
- Identify opportunities to deepen client relationships and drive growth.
- Prepare for and support client meetings, including documentation and follow-up.
- Collaborate across the branch and firm to deliver a seamless client experience.
- Maintain accurate client information and support daily operations.
- Use active listening and thoughtful questioning to understand client goals and align next steps with client needs.
- Seek feedback and apply coaching to strengthen skills and performance.
- Adapt to client needs, changing priorities, new information, processes, tools, and ways of working.
Benefits
- Four-week live virtual Wealth Management University training program.
- Hands-on branch training and mentorship.
- Career development support and opportunities to explore other roles.
- Base pay plus performance-related bonus and incentive opportunities.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
