Financial Consultant Partner - Winter Park, FL

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

• Start with Wealth Management University—a four-week, live virtual program designed to build your foundation for success.
• Afterward, 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.

• The Financial Consultant Partner role provides a clear path toward a Financial Consultant position, building your client relationships, business development skills, and financial expertise.
• Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.
• You’ll be supported by leaders who invest in your growth and encourage continuous learning over time.

• 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: Ensures accuracy in client interactions, documentation, and operational processes while addressing discrepancies early.

Building Collaborative Relationships: Partners effectively with Financial Consultants, branch teams, and internal partners to support client needs and team success.

Active Listening: Uses thoughtful questions, confirms understanding, and follows through to align support with client goals.

Coachability: Seeks feedback, applies coaching, and uses guidance from leaders, peers, and mentors to strengthen performance.

Adaptability: Adjusts to changing priorities, client needs, and new ways of working while staying focused on strong outcomes.