Home
/
Account Management
/
Financial Consultant Partner - Seal Beach, CA
Financial Consultant Partner - Seal Beach, CA-March 2024
Los Alamitos
Mar 30, 2026
ABOUT CHARLES SCHWAB
At Schwab, “Own Your Tomorrow” embodies everything they do.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Financial Consultant Partner - Seal Beach, CA

  Salary: USD $43,800 - $86,600 / Year

  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 ExperienceStrong written and verbal communication skillsStrong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritizeAbility to identify new relationship developmentOpenness 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 expectationsAbility to build and maintain good cross-enterprise working relationshipsCapability to become a NotaryStrong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) toolOpenness to manage local events, as needed

  In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

  What's in it for you

  At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

  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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Relationship Manager - Plano
Plano 5 (31065), United States of America, Plano, Texas Relationship Manager - Plano Are you a natural born people person who thrives on cultivating relationships with others? Does being a strategic
Eligibility Analyst (OhioRISE)
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
Senior Banker - Hyde Park Financial Center
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Relationship Banker - Cobb Town Center Financial Center
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Engagement Delivery Manager
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Sal
Full Time Branch Ambassador - Bethesda Areas
Wash DC-Spring Valley (19051), United States of America, Washington, District of Columbia Full Time Branch Ambassador - Bethesda Areas The Reimagined Branch Experience: Welcome to a new idea in banki
Estée Lauder - Counter Manager - Boots - 37.5 Hours
Position Summary: Estée Lauder is the flagship brand of The Estée Lauder Companies Inc. Founded by Mrs. Estée Lauder, the brand today continues her legacy of creating the most innovative, sophisticat
Commercial Lines Team Leader (National Accounts)
About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providin
Engagement Manager Senior
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Sal
Account Manager - Commercial Insurance - Property & Casualty
About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providin
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved