Financial Consultant Partner - West Hartford, CT

Charles Schwab Corporation•West Hartford, CT

2d•Onsite

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
Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred
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

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