Financial Consultant Partner- La Jolla, CA

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

• 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