Job Details
Financial Consultant Partner - The Woodlands, TX
2026-01-27 Charles Schwab Spring,TXPosition Type: Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Financial Consultant Partner (FCP) you are in the heart of the action acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise , you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor , this could be the role for you.
What you have
Required Qualifications:
A valid and active Series 7 license is
required
license may be obtained under a condition of employment through Branch Network Licensing Program
A valid and active Series 66 (63/65) license
required
license(s) may be obtained under a condition of employment
Preferred Qualifications:
3+ years of Financial Services Industry Experience
Strong written and verbal communication skills
Strong candidates will have a proven
track record
to handle several tasks simultaneously and effectively prioritize
Ability to
identify
new relationship development
Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
Ability to uncover and meet client needs and effectively manage client expectations
Ability to build and
maintain
good cross-enterprise working relationships
Capability to become a Notary
Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool
Openness to manage local events, as needed
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance